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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 | $16,724 | $55,713-70.0% | $75,894-78.0% | $72,983-77.1% |
| Participation rate | 34.6% | 61.1%-26.5pp | 69.3%-34.7pp | 69.5%-34.9pp |
| Annual return | 30.47% | 27.60%+2.9pp | 30.76%-0.3pp | 81.01%-50.5pp |
| Employer contribution / active EE | $592 | $1,687-64.9% | $2,501-76.3% | $2,440-75.7% |
| Participant deferral / active EE | $1,846 | $2,634-29.9% | $3,603-48.8% | $3,608-48.8% |
| Admin fee / account holder | $113 | $3,980-97.2% | $5,420-97.9% | $5,124-97.8% |