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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 | $32,109 | $86,050-62.7% | $189,758-83.1% | $94,015-65.8% |
| Participation rate | 30.0% | 68.9%-38.9pp | 79.8%-49.8pp | 70.8%-40.8pp |
| Annual return | 16.07% | 17.77%-1.7pp | 52.62%-36.5pp | 17.84%-1.8pp |
| Employer contribution / active EE | $475 | $2,819-83.2% | $4,767-90.0% | $2,790-83.0% |
| Participant deferral / active EE | $1,112 | $3,349-66.8% | $5,856-81.0% | $4,249-73.8% |
| Admin fee / account holder | $32 | $6,627-99.5% | $20,388-99.8% | $8,951-99.6% |