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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 | $27,433 | $99,345-72.4% | $84,753-67.6% | $273,972-90.0% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 2.56% | 22.93%-20.4pp | 22.78%-20.2pp | 41.46%-38.9pp |
| Employer contribution / active EE | $772 | $4,214-81.7% | $3,574-78.4% | $4,869-84.1% |
| Participant deferral / active EE | $1,512 | $4,270-64.6% | $3,712-59.3% | $5,287-71.4% |
| Admin fee / account holder | $54 | $6,645-99.2% | $5,333-99.0% | $10,133-99.5% |