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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 | $29,136 | $106,864-72.7% | $147,318-80.2% | $82,637-64.7% |
| Participation rate | 67.2% | 75.5%-8.3pp | 82.1%-14.8pp | 68.1%-0.8pp |
| Annual return | 16.99% | 27.49%-10.5pp | 70.43%-53.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $932 | $3,417-72.7% | $4,593-79.7% | $2,552-63.5% |
| Participant deferral / active EE | $4,047 | $6,496-37.7% | $7,906-48.8% | $4,126-1.9% |
| Admin fee / account holder | $233 | $8,415-97.2% | $13,708-98.3% | $7,339-96.8% |