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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 | $34,195 | $47,848-28.5% | $81,478-58.0% | $70,131-51.2% |
| Participation rate | 29.2% | 58.3%-29.0pp | 68.0%-38.7pp | 69.5%-40.3pp |
| Annual return | 17.04% | 27.25%-10.2pp | 38.78%-21.7pp | 73.14%-56.1pp |
| Employer contribution / active EE | $245 | $1,527-83.9% | $2,568-90.5% | $2,342-89.5% |
| Participant deferral / active EE | $754 | $2,453-69.3% | $3,537-78.7% | $3,332-77.4% |
| Admin fee / account holder | $163 | $3,145-94.8% | $4,561-96.4% | $4,645-96.5% |