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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 | $22,133 | $76,834-71.2% | $108,359-79.6% | $87,485-74.7% |
| Participation rate | 50.0% | 61.7%-11.7pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 19.63% | 19.09%+0.5pp | 36.89%-17.3pp | 26.06%-6.4pp |
| Employer contribution / active EE | $774 | $1,556-50.3% | $2,399-67.8% | $2,596-70.2% |
| Participant deferral / active EE | $1,641 | $3,100-47.1% | $4,137-60.3% | $4,274-61.6% |
| Admin fee / account holder | $113 | $6,537-98.3% | $9,741-98.8% | $7,775-98.5% |