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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 | $14,617 | $91,198-84.0% | $178,503-91.8% | $79,856-81.7% |
| Participation rate | 44.8% | 69.2%-24.4pp | 81.9%-37.1pp | 69.6%-24.8pp |
| Annual return | 30.03% | 24.20%+5.8pp | 151.12%-121.1pp | 31.71%-1.7pp |
| Employer contribution / active EE | $697 | $3,257-78.6% | $5,011-86.1% | $2,471-71.8% |
| Participant deferral / active EE | $1,492 | $3,237-53.9% | $5,202-71.3% | $3,741-60.1% |
| Admin fee / account holder | $124 | $6,748-98.2% | $13,987-99.1% | $5,306-97.7% |