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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 | $14,716 | $48,300-69.5% | $40,145,923-100.0% | $62,881-76.6% |
| Participation rate | 51.7% | 62.0%-10.3pp | 68.4%-16.7pp | 69.3%-17.6pp |
| Annual return | 10.07% | 6.95%+3.1pp | 5.24%+4.8pp | 20.14%-10.1pp |
| Employer contribution / active EE | $515 | $1,333-61.4% | $1,844-72.1% | $2,281-77.4% |
| Participant deferral / active EE | $2,142 | $2,388-10.3% | $2,591-17.3% | $3,203-33.1% |
| Admin fee / account holder | $87 | $2,919-97.0% | $2,903-97.0% | $4,296-98.0% |