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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 | $17,588 | $81,276-78.4% | $155,574-88.7% | $80,925-78.3% |
| Participation rate | 14.3% | 66.2%-52.0pp | 78.2%-63.9pp | 67.7%-53.4pp |
| Annual return | 17.78% | 33.36%-15.6pp | 64.87%-47.1pp | 35.65%-17.9pp |
| Employer contribution / active EE | $749 | $3,103-75.9% | $4,676-84.0% | $2,756-72.8% |
| Participant deferral / active EE | $1,321 | $3,453-61.7% | $5,629-76.5% | $4,299-69.3% |
| Admin fee / account holder | $74 | $7,993-99.1% | $15,914-99.5% | $6,940-98.9% |