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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 | $15,765 | $112,729-86.0% | $98,716-84.0% | $137,256-88.5% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.3%-49.3pp | 80.0%-60.0pp |
| Annual return | 14.18% | 38.48%-24.3pp | 31.81%-17.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $672 | $2,725-75.3% | $2,279-70.5% | $4,156-83.8% |
| Participant deferral / active EE | $1,680 | $4,640-63.8% | $4,048-58.5% | $6,407-73.8% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |