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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 | $11,247 | $32,037-64.9% | $69,182-83.7% | $62,881-82.1% |
| Participation rate | 15.6% | 43.4%-27.8pp | 55.1%-39.5pp | 69.3%-53.7pp |
| Annual return | 15.49% | 15.16%+0.3pp | -21.93%+37.4pp | 20.14%-4.7pp |
| Employer contribution / active EE | $174 | $679-74.4% | $1,206-85.6% | $2,281-92.4% |
| Participant deferral / active EE | $784 | $1,185-33.8% | $1,897-58.7% | $3,203-75.5% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |