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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 | $27,030 | $67,894-60.2% | $89,340-69.7% | $82,448-67.2% |
| Participation rate | 27.9% | 64.0%-36.2pp | 69.6%-41.7pp | 68.1%-40.2pp |
| Annual return | 18.77% | 19.21%-0.4pp | 20.57%-1.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $464 | $1,828-74.6% | $2,231-79.2% | $2,551-81.8% |
| Participant deferral / active EE | $1,264 | $3,072-58.9% | $3,823-66.9% | $4,139-69.5% |
| Admin fee / account holder | $200 | $5,723-96.5% | $6,704-97.0% | $7,234-97.2% |