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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 | $23,258 | $63,082-63.1% | $81,726-71.5% | $79,856-70.9% |
| Participation rate | 41.6% | 67.5%-26.0pp | 72.0%-30.4pp | 69.6%-28.1pp |
| Annual return | 19.87% | 22.66%-2.8pp | 29.49%-9.6pp | 31.71%-11.8pp |
| Employer contribution / active EE | $567 | $1,795-68.4% | $4,311-86.9% | $2,471-77.1% |
| Participant deferral / active EE | $1,222 | $2,780-56.0% | $7,108-82.8% | $3,741-67.3% |
| Admin fee / account holder | $233 | $4,428-94.7% | $5,160-95.5% | $5,306-95.6% |