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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 | $34,015 | $74,535-54.4% | $100,712-66.2% | $82,637-58.8% |
| Participation rate | 50.7% | 61.2%-10.4pp | 69.3%-18.5pp | 68.1%-17.3pp |
| Annual return | 12.53% | 18.92%-6.4pp | 33.27%-20.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $743 | $1,503-50.6% | $2,313-67.9% | $2,552-70.9% |
| Participant deferral / active EE | $2,148 | $3,074-30.1% | $4,085-47.4% | $4,126-47.9% |
| Admin fee / account holder | $293 | $6,576-95.5% | $9,256-96.8% | $7,339-96.0% |