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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 | $23,519 | $56,544-58.4% | $75,501-68.8% | $70,126-66.5% |
| Participation rate | 37.7% | 68.1%-30.4pp | 72.4%-34.6pp | 69.5%-31.8pp |
| Annual return | 16.99% | 23.59%-6.6pp | 27.35%-10.4pp | 73.15%-56.2pp |
| Employer contribution / active EE | $772 | $1,817-57.5% | $2,352-67.2% | $2,343-67.0% |
| Participant deferral / active EE | $1,385 | $2,580-46.3% | $3,142-55.9% | $3,332-58.4% |
| Admin fee / account holder | $43 | $3,827-98.9% | $5,801-99.3% | $4,645-99.1% |