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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 | $13,270 | $37,156-64.3% | $83,854-84.2% | $86,983-84.7% |
| Participation rate | 9.5% | 49.1%-39.5pp | 59.1%-49.6pp | 69.5%-60.0pp |
| Annual return | 17.19% | 29.88%-12.7pp | 31.39%-14.2pp | 25.83%-8.6pp |
| Employer contribution / active EE | $190 | $661-71.2% | $1,017-81.3% | $2,584-92.6% |
| Participant deferral / active EE | $0 | $1,418-100.0% | $2,035-100.0% | $4,194-100.0% |
| Admin fee / account holder | $120 | $2,510-95.2% | $3,197-96.2% | $7,856-98.5% |