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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 | $11,414 | $36,948-69.1% | $73,658-84.5% | $87,485-87.0% |
| Participation rate | 10.3% | 46.8%-36.5pp | 57.0%-46.7pp | 68.9%-58.6pp |
| Annual return | 22.77% | 28.64%-5.9pp | 29.72%-7.0pp | 26.06%-3.3pp |
| Employer contribution / active EE | $126 | $670-81.2% | $1,032-87.8% | $2,596-95.1% |
| Participant deferral / active EE | $516 | $1,379-62.6% | $2,062-75.0% | $4,274-87.9% |
| Admin fee / account holder | $20 | $2,531-99.2% | $3,357-99.4% | $7,775-99.7% |