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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 | $24,249 | $47,848-49.3% | $81,473-70.2% | $70,126-65.4% |
| Participation rate | 36.7% | 58.3%-21.6pp | 68.0%-31.3pp | 69.5%-32.9pp |
| Annual return | 16.96% | 27.25%-10.3pp | 38.78%-21.8pp | 73.15%-56.2pp |
| Employer contribution / active EE | $761 | $1,527-50.1% | $2,568-70.3% | $2,343-67.5% |
| Participant deferral / active EE | $2,312 | $2,453-5.7% | $3,537-34.6% | $3,332-30.6% |
| Admin fee / account holder | $51 | $3,145-98.4% | $4,561-98.9% | $4,645-98.9% |