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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 | $23,794 | $59,839-60.2% | $81,991-71.0% | $79,852-70.2% |
| Participation rate | 46.2% | 61.6%-15.5pp | 69.3%-23.1pp | 69.6%-23.5pp |
| Annual return | 27.24% | 17.56%+9.7pp | 41.31%-14.1pp | 31.72%-4.5pp |
| Employer contribution / active EE | $791 | $1,713-53.9% | $2,498-68.4% | $2,471-68.0% |
| Participant deferral / active EE | $2,922 | $2,695+8.4% | $3,722-21.5% | $3,740-21.9% |
| Admin fee / account holder | $140 | $4,287-96.7% | $5,665-97.5% | $5,306-97.4% |