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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 | $40,305 | $88,707-54.6% | $74,184-45.7% | $273,972-85.3% |
| Participation rate | 52.9% | 79.4%-26.5pp | 76.6%-23.7pp | 83.0%-30.1pp |
| Annual return | 7.27% | 11.94%-4.7pp | 17.74%-10.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $609 | $3,159-80.7% | $2,370-74.3% | $4,869-87.5% |
| Participant deferral / active EE | $2,187 | $4,212-48.1% | $3,550-38.4% | $5,287-58.6% |
| Admin fee / account holder | $257 | $8,717-97.1% | $5,586-95.4% | $10,133-97.5% |