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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 | $20,108 | $96,558-79.2% | $80,977-75.2% | $273,972-92.7% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 17.48% | 15.14%+2.3pp | 17.11%+0.4pp | 41.46%-24.0pp |
| Employer contribution / active EE | $987 | $4,869-79.7% | $3,715-73.4% | $4,869-79.7% |
| Participant deferral / active EE | $3,654 | $6,598-44.6% | $5,696-35.9% | $5,287-30.9% |
| Admin fee / account holder | $71 | $7,493-99.0% | $5,517-98.7% | $10,133-99.3% |