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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 | $25,157 | $48,078-47.7% | $78,676-68.0% | $62,881-60.0% |
| Participation rate | 51.5% | 65.2%-13.7pp | 73.6%-22.0pp | 69.3%-17.8pp |
| Annual return | 8.07% | 31.36%-23.3pp | 62.19%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $467 | $2,015-76.8% | $2,850-83.6% | $2,281-79.5% |
| Participant deferral / active EE | $853 | $2,587-67.0% | $3,517-75.7% | $3,203-73.4% |
| Admin fee / account holder | $251 | $3,206-92.2% | $4,510-94.4% | $4,296-94.2% |