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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 | $41,891 | $56,894-26.4% | $84,753-50.6% | $62,881-33.4% |
| Participation rate | 58.5% | 68.5%-10.1pp | 76.6%-18.1pp | 69.3%-10.8pp |
| Annual return | 11.75% | 6.30%+5.4pp | 22.78%-11.0pp | 20.14%-8.4pp |
| Employer contribution / active EE | $906 | $2,400-62.2% | $3,574-74.7% | $2,281-60.3% |
| Participant deferral / active EE | $1,875 | $2,709-30.8% | $3,712-49.5% | $3,203-41.5% |
| Admin fee / account holder | $2 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |