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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 | $29,711 | $39,132-24.1% | $57,196-48.1% | $62,881-52.8% |
| Participation rate | 54.7% | 70.5%-15.8pp | 75.3%-20.7pp | 69.3%-14.7pp |
| Annual return | 6.71% | 9.24%-2.5pp | 14.59%-7.9pp | 20.14%-13.4pp |
| Employer contribution / active EE | $895 | $1,874-52.2% | $2,683-66.6% | $2,281-60.8% |
| Participant deferral / active EE | $2,494 | $2,374+5.0% | $3,096-19.5% | $3,203-22.1% |
| Admin fee / account holder | $225 | $2,594-91.3% | $3,141-92.8% | $4,296-94.8% |