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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 | $78,690-77.0% | $161,489-88.8% | $87,485-79.3% |
| Participation rate | 56.0% | 67.5%-11.5pp | 78.7%-22.7pp | 68.9%-12.9pp |
| Annual return | 20.39% | 32.74%-12.4pp | 89.72%-69.3pp | 26.06%-5.7pp |
| Employer contribution / active EE | $466 | $2,588-82.0% | $4,268-89.1% | $2,596-82.0% |
| Participant deferral / active EE | $2,220 | $3,311-33.0% | $5,630-60.6% | $4,274-48.1% |
| Admin fee / account holder | $204 | $6,724-97.0% | $16,006-98.7% | $7,775-97.4% |