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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 | $19,822 | $77,638-74.5% | $156,551-87.3% | $62,881-68.5% |
| Participation rate | 43.8% | 71.2%-27.4pp | 84.0%-40.3pp | 69.3%-25.6pp |
| Annual return | 8.92% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $565 | $3,444-83.6% | $5,501-89.7% | $2,281-75.2% |
| Participant deferral / active EE | $1,774 | $3,046-41.8% | $4,871-63.6% | $3,203-44.6% |
| Admin fee / account holder | $190 | $5,561-96.6% | $13,028-98.5% | $4,296-95.6% |