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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 | $20,558 | $39,132-47.5% | $57,196-64.1% | $62,881-67.3% |
| Participation rate | 65.8% | 70.5%-4.7pp | 75.3%-9.5pp | 69.3%-3.5pp |
| Annual return | 7.77% | 9.24%-1.5pp | 14.59%-6.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $911 | $1,874-51.4% | $2,683-66.1% | $2,281-60.1% |
| Participant deferral / active EE | $1,653 | $2,374-30.4% | $3,096-46.6% | $3,203-48.4% |
| Admin fee / account holder | $200 | $2,594-92.3% | $3,141-93.6% | $4,296-95.4% |