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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,013 | $112,729-87.6% | $98,716-85.8% | $137,256-89.8% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.3%-31.8pp | 80.0%-42.5pp |
| Annual return | 20.99% | 38.48%-17.5pp | 31.81%-10.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $942 | $2,725-65.4% | $2,279-58.7% | $4,156-77.3% |
| Participant deferral / active EE | $1,188 | $4,640-74.4% | $4,048-70.7% | $6,407-81.5% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |