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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 | $13,554 | $43,075-68.5% | $74,577-81.8% | $62,881-78.4% |
| Participation rate | 54.3% | 58.1%-3.8pp | 68.1%-13.8pp | 69.3%-15.0pp |
| Annual return | 11.24% | 17.50%-6.3pp | 20.47%-9.2pp | 20.14%-8.9pp |
| Employer contribution / active EE | $767 | $1,498-48.8% | $2,525-69.6% | $2,281-66.4% |
| Participant deferral / active EE | $2,502 | $2,389+4.7% | $3,458-27.6% | $3,203-21.9% |
| Admin fee / account holder | $26 | $2,840-99.1% | $4,138-99.4% | $4,296-99.4% |