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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 | $28,986 | $39,132-25.9% | $57,196-49.3% | $62,881-53.9% |
| Participation rate | 45.0% | 70.5%-25.5pp | 75.3%-30.3pp | 69.3%-24.3pp |
| Annual return | 6.90% | 9.24%-2.3pp | 14.59%-7.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $700 | $1,874-62.7% | $2,683-73.9% | $2,281-69.3% |
| Participant deferral / active EE | $1,663 | $2,374-30.0% | $3,096-46.3% | $3,203-48.1% |
| Admin fee / account holder | $22 | $2,594-99.2% | $3,141-99.3% | $4,296-99.5% |