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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 | $77,574-71.5% | $108,753-79.6% | $86,983-74.6% |
| Participation rate | 50.0% | 62.3%-12.3pp | 71.1%-21.1pp | 69.5%-19.5pp |
| Annual return | 19.63% | 18.42%+1.2pp | 37.47%-17.8pp | 25.83%-6.2pp |
| Employer contribution / active EE | $774 | $1,611-52.0% | $2,427-68.1% | $2,584-70.1% |
| Participant deferral / active EE | $1,641 | $3,128-47.5% | $4,115-60.1% | $4,194-60.9% |
| Admin fee / account holder | $113 | $6,529-98.3% | $10,320-98.9% | $7,856-98.6% |