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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 | $28,616 | $88,707-67.7% | $74,184-61.4% | $273,972-89.6% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 8.87% | 11.94%-3.1pp | 17.74%-8.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,393 | $3,159-55.9% | $2,370-41.2% | $4,869-71.4% |
| Participant deferral / active EE | $8,596 | $4,212+104.1% | $3,550+142.2% | $5,287+62.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |