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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 | $16,086 | $46,732-65.6% | $156,551-89.7% | $55,167-70.8% |
| Participation rate | 38.6% | 65.8%-27.2pp | 84.0%-45.4pp | 69.0%-30.4pp |
| Annual return | 5.37% | 17.72%-12.3pp | 32.23%-26.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $443 | $2,105-79.0% | $5,501-92.0% | $1,963-77.4% |
| Participant deferral / active EE | $645 | $2,204-70.7% | $4,871-86.8% | $3,054-78.9% |
| Admin fee / account holder | $181 | $418-56.8% | $13,028-98.6% | $504-64.2% |