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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 | $10,086 | $107,809-90.6% | $97,032-89.6% | $155,188-93.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 21.82% | 38.06%-16.2pp | 35.38%-13.6pp | 148.84%-127.0pp |
| Employer contribution / active EE | $319 | $2,911-89.0% | $2,629-87.9% | $4,248-92.5% |
| Participant deferral / active EE | $2,549 | $5,129-50.3% | $4,672-45.4% | $6,531-61.0% |
| Admin fee / account holder | $33 | $10,717-99.7% | $9,418-99.6% | $14,480-99.8% |