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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 | $22,266 | $60,442-63.2% | $96,754-77.0% | $87,485-74.5% |
| Participation rate | 36.1% | 58.7%-22.6pp | 70.3%-34.2pp | 68.9%-32.8pp |
| Annual return | 25.82% | 21.97%+3.9pp | 82.04%-56.2pp | 26.06%-0.2pp |
| Employer contribution / active EE | $529 | $1,691-68.7% | $2,679-80.3% | $2,596-79.6% |
| Participant deferral / active EE | $2,116 | $3,280-35.5% | $4,758-55.5% | $4,274-50.5% |
| Admin fee / account holder | $19 | $5,069-99.6% | $8,905-99.8% | $7,775-99.8% |