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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 | $30,490 | $65,712-53.6% | $57,196-46.7% | $273,972-88.9% |
| Participation rate | 21.7% | 78.3%-56.6pp | 75.3%-53.6pp | 83.0%-61.3pp |
| Annual return | 6.73% | 22.01%-15.3pp | 14.59%-7.9pp | 41.46%-34.7pp |
| Employer contribution / active EE | $856 | $3,280-73.9% | $2,683-68.1% | $4,869-82.4% |
| Participant deferral / active EE | $1,889 | $3,782-50.1% | $3,096-39.0% | $5,287-64.3% |
| Admin fee / account holder | $11 | $4,838-99.8% | $3,141-99.6% | $10,133-99.9% |