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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 | $12,437 | $99,380-87.5% | $90,312-86.2% | $155,188-92.0% |
| Participation rate | 66.7% | 77.3%-10.7pp | 72.9%-6.2pp | 80.8%-14.1pp |
| Annual return | 18.05% | 19.35%-1.3pp | 18.90%-0.9pp | 148.84%-130.8pp |
| Employer contribution / active EE | $514 | $2,390-78.5% | $2,243-77.1% | $4,248-87.9% |
| Participant deferral / active EE | $1,242 | $4,212-70.5% | $3,749-66.9% | $6,531-81.0% |
| Admin fee / account holder | $40 | $9,766-99.6% | $8,248-99.5% | $14,480-99.7% |