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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 | $18,626 | $46,877-60.3% | $122,354-84.8% | $70,126-73.4% |
| Participation rate | 38.6% | 58.2%-19.7pp | 71.6%-33.1pp | 69.5%-31.0pp |
| Annual return | 15.35% | 24.22%-8.9pp | 30.28%-14.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $428 | $1,288-66.7% | $4,051-89.4% | $2,343-81.7% |
| Participant deferral / active EE | $1,767 | $2,167-18.5% | $3,287-46.3% | $3,332-47.0% |
| Admin fee / account holder | $113 | $3,324-96.6% | $5,479-97.9% | $4,645-97.6% |