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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 | $17,638 | $77,814-77.3% | $158,223-88.9% | $86,983-79.7% |
| Participation rate | 54.8% | 68.4%-13.7pp | 79.2%-24.4pp | 69.5%-14.8pp |
| Annual return | 15.51% | 30.54%-15.0pp | 52.09%-36.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $656 | $2,592-74.7% | $4,109-84.0% | $2,584-74.6% |
| Participant deferral / active EE | $1,713 | $3,270-47.6% | $5,467-68.7% | $4,194-59.1% |
| Admin fee / account holder | $110 | $5,879-98.1% | $16,047-99.3% | $7,856-98.6% |