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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 | $12,595 | $36,844-65.8% | $83,854-85.0% | $65,306-80.7% |
| Participation rate | 5.3% | 29.2%-23.9pp | 59.1%-53.8pp | 57.7%-52.3pp |
| Annual return | 28.00% | 22.28%+5.7pp | 31.39%-3.4pp | 21.94%+6.1pp |
| Employer contribution / active EE | $118 | $415-71.5% | $1,017-88.4% | $1,967-94.0% |
| Participant deferral / active EE | $310 | $1,040-70.2% | $2,035-84.8% | $2,959-89.5% |
| Admin fee / account holder | $22 | $2,546-99.1% | $3,197-99.3% | $3,480-99.4% |