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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 | $15,280 | $107,809-85.8% | $97,032-84.3% | $155,188-90.2% |
| Participation rate | 45.5% | 75.5%-30.0pp | 71.6%-26.1pp | 80.8%-35.3pp |
| Annual return | 9.67% | 38.06%-28.4pp | 35.38%-25.7pp | 148.84%-139.2pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $176 | $10,717-98.4% | $9,418-98.1% | $14,480-98.8% |