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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 | $35,329 | $72,607-51.3% | $90,259-60.9% | $87,485-59.6% |
| Participation rate | 50.0% | 64.8%-14.8pp | 70.7%-20.7pp | 68.9%-18.9pp |
| Annual return | 14.31% | 18.59%-4.3pp | 18.88%-4.6pp | 26.06%-11.8pp |
| Employer contribution / active EE | $659 | $1,919-65.7% | $2,291-71.2% | $2,596-74.6% |
| Participant deferral / active EE | $1,908 | $3,055-37.6% | $3,827-50.1% | $4,274-55.4% |
| Admin fee / account holder | $209 | $5,947-96.5% | $7,267-97.1% | $7,775-97.3% |