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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 | $13,724 | $102,245-86.6% | $89,340-84.6% | $137,256-90.0% |
| Participation rate | 25.0% | 74.9%-49.9pp | 69.6%-44.6pp | 80.0%-55.0pp |
| Annual return | 22.46% | 21.89%+0.6pp | 20.57%+1.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $646 | $2,529-74.4% | $2,231-71.0% | $4,156-84.5% |
| Participant deferral / active EE | $970 | $4,436-78.1% | $3,823-74.6% | $6,407-84.9% |
| Admin fee / account holder | $114 | $8,085-98.6% | $6,704-98.3% | $12,270-99.1% |