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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 | $20,410 | $43,075-52.6% | $74,577-72.6% | $62,881-67.5% |
| Participation rate | 18.0% | 58.1%-40.0pp | 68.1%-50.1pp | 69.3%-51.3pp |
| Annual return | 8.35% | 17.50%-9.1pp | 20.47%-12.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $400 | $1,498-73.3% | $2,525-84.1% | $2,281-82.4% |
| Participant deferral / active EE | $818 | $2,389-65.8% | $3,458-76.3% | $3,203-74.5% |
| Admin fee / account holder | $64 | $2,840-97.8% | $4,138-98.5% | $4,296-98.5% |