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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 | $15,695 | $90,486-82.7% | $78,676-80.1% | $273,972-94.3% |
| Participation rate | 20.8% | 76.5%-55.7pp | 73.6%-52.7pp | 83.0%-62.2pp |
| Annual return | 19.92% | 75.62%-55.7pp | 62.19%-42.3pp | 41.46%-21.5pp |
| Employer contribution / active EE | $483 | $3,175-84.8% | $2,850-83.0% | $4,869-90.1% |
| Participant deferral / active EE | $1,757 | $3,901-55.0% | $3,517-50.0% | $5,287-66.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |