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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 | $17,323 | $103,949-83.3% | $69,182-75.0% | $273,972-93.7% |
| Participation rate | 37.5% | 67.4%-29.9pp | 55.1%-17.6pp | 83.0%-45.5pp |
| Annual return | 12.16% | 35.28%-23.1pp | -21.93%+34.1pp | 41.46%-29.3pp |
| Employer contribution / active EE | $1,346 | $1,783-24.5% | $1,206+11.6% | $4,869-72.4% |
| Participant deferral / active EE | $1,682 | $2,716-38.1% | $1,897-11.3% | $5,287-68.2% |
| Admin fee / account holder | $9 | $3,671-99.7% | $2,697-99.7% | $10,133-99.9% |