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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 | $99,380-88.6% | $90,312-87.5% | $155,188-92.7% |
| Participation rate | 57.1% | 77.3%-20.2pp | 72.9%-15.8pp | 80.8%-23.7pp |
| Annual return | 15.88% | 19.35%-3.5pp | 18.90%-3.0pp | 148.84%-133.0pp |
| Employer contribution / active EE | $678 | $2,390-71.6% | $2,243-69.8% | $4,248-84.0% |
| Participant deferral / active EE | $1,331 | $4,212-68.4% | $3,749-64.5% | $6,531-79.6% |
| Admin fee / account holder | $0 | $9,766-100.0% | $8,248-100.0% | $14,480-100.0% |