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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 | $12,808 | $73,848-82.7% | $143,799-91.1% | $68,486-81.3% |
| Participation rate | 36.7% | 66.7%-29.9pp | 80.3%-43.6pp | 67.9%-31.2pp |
| Annual return | 19.40% | 0.91%+18.5pp | -0.04%+19.4pp | -7.85%+27.3pp |
| Employer contribution / active EE | $715 | $3,184-77.6% | $4,952-85.6% | $2,597-72.5% |
| Participant deferral / active EE | $1,837 | $3,385-45.7% | $5,638-67.4% | $4,028-54.4% |
| Admin fee / account holder | $22 | $5,755-99.6% | $14,677-99.9% | $5,404-99.6% |