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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 | $12,582 | $43,496-71.1% | $161,489-92.2% | $64,340-80.4% |
| Participation rate | 28.7% | 53.5%-24.8pp | 78.7%-50.0pp | 55.2%-26.6pp |
| Annual return | 22.80% | 20.76%+2.0pp | 89.72%-66.9pp | 24.14%-1.3pp |
| Employer contribution / active EE | $604 | $1,431-57.8% | $4,268-85.9% | $1,862-67.6% |
| Participant deferral / active EE | $1,294 | $1,996-35.2% | $5,630-77.0% | $2,980-56.6% |
| Admin fee / account holder | $273 | $2,330-88.3% | $16,006-98.3% | $3,703-92.6% |