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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 | $14,686 | $48,078-69.5% | $78,676-81.3% | $62,881-76.6% |
| Participation rate | 45.3% | 65.2%-19.9pp | 73.6%-28.2pp | 69.3%-24.0pp |
| Annual return | 4.81% | 31.36%-26.5pp | 62.19%-57.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $294 | $2,015-85.4% | $2,850-89.7% | $2,281-87.1% |
| Participant deferral / active EE | $872 | $2,587-66.3% | $3,517-75.2% | $3,203-72.8% |
| Admin fee / account holder | $84 | $3,206-97.4% | $4,510-98.1% | $4,296-98.0% |