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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 | $14,050 | $93,064-84.9% | $74,577-81.2% | $273,972-94.9% |
| Participation rate | 16.7% | 74.9%-58.3pp | 68.1%-51.4pp | 83.0%-66.3pp |
| Annual return | 15.88% | 26.18%-10.3pp | 20.47%-4.6pp | 41.46%-25.6pp |
| Employer contribution / active EE | $357 | $3,160-88.7% | $2,525-85.9% | $4,869-92.7% |
| Participant deferral / active EE | $892 | $4,160-78.6% | $3,458-74.2% | $5,287-83.1% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |