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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 | $17,509 | $48,078-63.6% | $78,676-77.7% | $62,881-72.2% |
| Participation rate | 20.0% | 65.2%-45.2pp | 73.6%-53.6pp | 69.3%-49.3pp |
| Annual return | 14.95% | 31.36%-16.4pp | 62.19%-47.2pp | 20.14%-5.2pp |
| Employer contribution / active EE | $911 | $2,015-54.8% | $2,850-68.0% | $2,281-60.1% |
| Participant deferral / active EE | $1,377 | $2,587-46.8% | $3,517-60.8% | $3,203-57.0% |
| Admin fee / account holder | $47 | $3,206-98.5% | $4,510-99.0% | $4,296-98.9% |