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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 | $28,870 | $45,087-36.0% | $69,483-58.5% | $72,976-60.4% |
| Participation rate | 43.6% | 68.5%-24.8pp | 74.6%-31.0pp | 69.5%-25.9pp |
| Annual return | 18.44% | 22.67%-4.2pp | 28.99%-10.6pp | 81.02%-62.6pp |
| Employer contribution / active EE | $566 | $2,055-72.4% | $2,780-79.6% | $2,440-76.8% |
| Participant deferral / active EE | $1,953 | $2,603-25.0% | $3,537-44.8% | $3,608-45.9% |
| Admin fee / account holder | $49 | $3,057-98.4% | $3,841-98.7% | $5,124-99.0% |