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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 | $20,533 | $57,140-64.1% | $85,240-75.9% | $80,959-74.6% |
| Participation rate | 25.7% | 56.4%-30.7pp | 67.5%-41.8pp | 67.7%-42.0pp |
| Annual return | 13.74% | 21.71%-8.0pp | 66.75%-53.0pp | 35.67%-21.9pp |
| Employer contribution / active EE | $609 | $1,802-66.2% | $2,735-77.7% | $2,757-77.9% |
| Participant deferral / active EE | $909 | $3,115-70.8% | $4,527-79.9% | $4,300-78.9% |
| Admin fee / account holder | $293 | $4,992-94.1% | $6,165-95.2% | $6,925-95.8% |