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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 | $36,245 | $83,485-56.6% | $125,192-71.0% | $72,975-50.3% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.5%-19.5pp |
| Annual return | 21.03% | 25.77%-4.7pp | 43.79%-22.8pp | 81.01%-60.0pp |
| Employer contribution / active EE | $736 | $2,346-68.6% | $3,866-81.0% | $2,440-69.8% |
| Participant deferral / active EE | $2,274 | $3,586-36.6% | $4,937-53.9% | $3,608-37.0% |
| Admin fee / account holder | $254 | $5,518-95.4% | $9,704-97.4% | $5,124-95.0% |