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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 | $41,016-69.3% | $152,093-91.7% | $64,097-80.4% |
| Participation rate | 28.7% | 51.3%-22.7pp | 77.8%-49.1pp | 55.2%-26.5pp |
| Annual return | 22.80% | 39.60%-16.8pp | 66.36%-43.6pp | 34.64%-11.8pp |
| Employer contribution / active EE | $604 | $1,342-55.0% | $4,175-85.5% | $1,891-68.1% |
| Participant deferral / active EE | $1,294 | $1,927-32.9% | $5,451-76.3% | $3,080-58.0% |
| Admin fee / account holder | $273 | $2,305-88.1% | $14,497-98.1% | $3,454-92.1% |