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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 | $134,460 | $57,119+135.4% | $85,187+57.8% | $80,935+66.1% |
| Participation rate | 16.0% | 56.4%-40.4pp | 67.5%-51.5pp | 67.7%-51.7pp |
| Annual return | 10.72% | 21.70%-11.0pp | 66.67%-55.9pp | 35.66%-24.9pp |
| Employer contribution / active EE | $282 | $1,802-84.4% | $2,732-89.7% | $2,757-89.8% |
| Participant deferral / active EE | $1,684 | $3,115-45.9% | $4,525-62.8% | $4,299-60.8% |
| Admin fee / account holder | $47 | $4,990-99.1% | $6,162-99.2% | $6,924-99.3% |