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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 | $15,165 | $90,486-83.2% | $78,676-80.7% | $273,972-94.5% |
| Participation rate | 20.0% | 76.5%-56.5pp | 73.6%-53.6pp | 83.0%-63.0pp |
| Annual return | 10.75% | 75.62%-64.9pp | 62.19%-51.4pp | 41.46%-30.7pp |
| Employer contribution / active EE | $737 | $3,175-76.8% | $2,850-74.1% | $4,869-84.9% |
| Participant deferral / active EE | $894 | $3,901-77.1% | $3,517-74.6% | $5,287-83.1% |
| Admin fee / account holder | $13 | $5,263-99.8% | $4,510-99.7% | $10,133-99.9% |