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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 | $13,243 | $49,239-73.1% | $70,462-81.2% | $79,858-83.4% |
| Participation rate | 51.1% | 69.2%-18.1pp | 75.1%-24.0pp | 69.6%-18.5pp |
| Annual return | 16.08% | 30.08%-14.0pp | 109.08%-93.0pp | 31.72%-15.6pp |
| Employer contribution / active EE | $464 | $2,100-77.9% | $2,737-83.1% | $2,471-81.2% |
| Participant deferral / active EE | $2,527 | $2,769-8.7% | $3,710-31.9% | $3,740-32.4% |
| Admin fee / account holder | $295 | $2,876-89.8% | $3,845-92.3% | $5,306-94.4% |