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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 | $16,478 | $41,377-60.2% | $109,313-84.9% | $62,881-73.8% |
| Participation rate | 26.7% | 57.5%-30.9pp | 71.3%-44.6pp | 69.3%-42.6pp |
| Annual return | 11.26% | 11.05%+0.2pp | 22.07%-10.8pp | 20.14%-8.9pp |
| Employer contribution / active EE | $279 | $1,276-78.1% | $3,892-92.8% | $2,281-87.8% |
| Participant deferral / active EE | $966 | $2,045-52.8% | $3,166-69.5% | $3,203-69.8% |
| Admin fee / account holder | $85 | $2,884-97.0% | $5,666-98.5% | $4,296-98.0% |