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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 | $15,753 | $52,580-70.0% | $71,671-78.0% | $70,126-77.5% |
| Participation rate | 36.5% | 60.9%-24.4pp | 68.7%-32.3pp | 69.5%-33.1pp |
| Annual return | 23.20% | 20.25%+2.9pp | 20.65%+2.5pp | 73.15%-50.0pp |
| Employer contribution / active EE | $349 | $1,616-78.4% | $2,460-85.8% | $2,343-85.1% |
| Participant deferral / active EE | $2,176 | $2,386-8.8% | $3,438-36.7% | $3,332-34.7% |
| Admin fee / account holder | $294 | $3,653-92.0% | $5,558-94.7% | $4,645-93.7% |