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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 | $69,273-61.0% | $90,796-70.2% | $82,637-67.3% |
| Participation rate | 27.9% | 64.0%-36.2pp | 69.5%-41.6pp | 68.1%-40.2pp |
| Annual return | 18.77% | 18.37%+0.4pp | 19.29%-0.5pp | 53.51%-34.7pp |
| Employer contribution / active EE | $464 | $1,865-75.1% | $2,294-79.8% | $2,552-81.8% |
| Participant deferral / active EE | $1,264 | $3,047-58.5% | $3,822-66.9% | $4,126-69.4% |
| Admin fee / account holder | $200 | $5,511-96.4% | $7,024-97.1% | $7,339-97.3% |