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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 | $22,474 | $84,953-73.5% | $163,379-86.2% | $82,637-72.8% |
| Participation rate | 35.1% | 65.9%-30.8pp | 76.8%-41.7pp | 68.1%-32.9pp |
| Annual return | 24.18% | 23.07%+1.1pp | 63.41%-39.2pp | 53.51%-29.3pp |
| Employer contribution / active EE | $774 | $2,183-64.6% | $3,752-79.4% | $2,552-69.7% |
| Participant deferral / active EE | $1,406 | $4,326-67.5% | $6,282-77.6% | $4,126-65.9% |
| Admin fee / account holder | $190 | $7,921-97.6% | $9,818-98.1% | $7,339-97.4% |