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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 | $16,203 | $58,523-72.3% | $99,475-83.7% | $72,975-77.8% |
| Participation rate | 52.6% | 64.6%-12.0pp | 73.8%-21.2pp | 69.5%-16.9pp |
| Annual return | 19.13% | 28.51%-9.4pp | 30.72%-11.6pp | 81.01%-61.9pp |
| Employer contribution / active EE | $696 | $1,512-54.0% | $2,540-72.6% | $2,440-71.5% |
| Participant deferral / active EE | $1,063 | $2,606-59.2% | $3,619-70.6% | $3,608-70.5% |
| Admin fee / account holder | $176 | $4,102-95.7% | $6,252-97.2% | $5,124-96.6% |