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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 | $21,593 | $81,446-73.5% | $103,374-79.1% | $80,874-73.3% |
| Participation rate | 51.4% | 66.9%-15.4pp | 74.5%-23.1pp | 67.6%-16.2pp |
| Annual return | 12.88% | 25.57%-12.7pp | 24.89%-12.0pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,214 | $3,107-60.9% | $3,869-68.6% | $2,756-55.9% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $158 | $6,715-97.6% | $8,394-98.1% | $6,935-97.7% |