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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 | $32,843 | $76,371-57.0% | $93,621-64.9% | $72,976-55.0% |
| Participation rate | 40.4% | 71.8%-31.3pp | 75.8%-35.4pp | 69.5%-29.1pp |
| Annual return | 21.04% | 25.82%-4.8pp | 32.76%-11.7pp | 81.02%-60.0pp |
| Employer contribution / active EE | $901 | $2,276-60.4% | $2,719-66.9% | $2,440-63.1% |
| Participant deferral / active EE | $1,739 | $3,538-50.9% | $4,070-57.3% | $3,608-51.8% |
| Admin fee / account holder | $242 | $6,839-96.5% | $7,890-96.9% | $5,124-95.3% |