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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 | $11,283 | $106,974-89.5% | $90,796-87.6% | $138,895-91.9% |
| Participation rate | 57.1% | 74.9%-17.7pp | 69.5%-12.3pp | 79.9%-22.8pp |
| Annual return | 15.88% | 20.10%-4.2pp | 19.29%-3.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $678 | $2,609-74.0% | $2,294-70.4% | $4,194-83.8% |
| Participant deferral / active EE | $1,331 | $4,455-70.1% | $3,822-65.2% | $6,396-79.2% |
| Admin fee / account holder | $0 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |