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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 | $23,025 | $48,076-52.1% | $78,693-70.7% | $62,891-63.4% |
| Participation rate | 33.3% | 65.2%-31.9pp | 73.6%-40.2pp | 69.3%-36.0pp |
| Annual return | 5.64% | 31.35%-25.7pp | 62.18%-56.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $593 | $2,015-70.6% | $2,850-79.2% | $2,281-74.0% |
| Participant deferral / active EE | $1,393 | $2,588-46.2% | $3,517-60.4% | $3,203-56.5% |
| Admin fee / account holder | $158 | $3,207-95.1% | $4,511-96.5% | $4,296-96.3% |