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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 | $41,069 | $72,486-43.3% | $87,103-52.8% | $72,976-43.7% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 20.01% | 24.46%-4.4pp | 28.19%-8.2pp | 81.02%-61.0pp |
| Employer contribution / active EE | $864 | $1,894-54.4% | $2,521-65.7% | $2,440-64.6% |
| Participant deferral / active EE | $2,496 | $3,270-23.7% | $4,049-38.4% | $3,608-30.8% |
| Admin fee / account holder | $207 | $5,055-95.9% | $7,491-97.2% | $5,124-96.0% |