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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 | $18,088 | $76,407-76.3% | $150,298-88.0% | $82,448-78.1% |
| Participation rate | 56.0% | 66.4%-10.4pp | 77.8%-21.8pp | 68.1%-12.1pp |
| Annual return | 20.39% | 39.99%-19.6pp | 62.79%-42.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $466 | $2,614-82.2% | $4,154-88.8% | $2,551-81.7% |
| Participant deferral / active EE | $2,220 | $3,214-30.9% | $5,453-59.3% | $4,139-46.4% |
| Admin fee / account holder | $204 | $6,352-96.8% | $14,116-98.6% | $7,234-97.2% |