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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 | $29,408 | $48,078-38.8% | $78,676-62.6% | $62,881-53.2% |
| Participation rate | 33.3% | 65.2%-31.9pp | 73.6%-40.2pp | 69.3%-36.0pp |
| Annual return | 9.29% | 31.36%-22.1pp | 62.19%-52.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $977 | $2,015-51.5% | $2,850-65.7% | $2,281-57.2% |
| Participant deferral / active EE | $1,770 | $2,587-31.6% | $3,517-49.7% | $3,203-44.7% |
| Admin fee / account holder | $87 | $3,206-97.3% | $4,510-98.1% | $4,296-98.0% |