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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 | $13,340 | $107,015-87.5% | $73,545-81.9% | $147,585-91.0% |
| Participation rate | 38.9% | 66.4%-27.5pp | 54.9%-16.0pp | 82.8%-43.9pp |
| Annual return | 9.71% | 38.25%-28.5pp | -15.16%+24.9pp | 578.57%-568.9pp |
| Employer contribution / active EE | $1,213 | $1,760-31.1% | $1,219-0.5% | $4,876-75.1% |
| Participant deferral / active EE | $2,022 | $2,462-17.9% | $1,806+12.0% | $5,439-62.8% |
| Admin fee / account holder | $83 | $3,055-97.3% | $2,320-96.4% | $10,885-99.2% |