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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 | $13,984 | $69,518-79.9% | $59,887-76.6% | $135,379-89.7% |
| Participation rate | 61.9% | 77.8%-15.9pp | 74.7%-12.8pp | 82.6%-20.7pp |
| Annual return | 10.58% | 7.95%+2.6pp | 3.46%+7.1pp | 519.79%-509.2pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,900 | $4,204-31.0% | $3,402-14.8% | $5,609-48.3% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |