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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 | $17,295 | $99,345-82.6% | $84,753-79.6% | $273,972-93.7% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 4.84% | 22.93%-18.1pp | 22.78%-17.9pp | 41.46%-36.6pp |
| Employer contribution / active EE | $636 | $4,214-84.9% | $3,574-82.2% | $4,869-86.9% |
| Participant deferral / active EE | $3,000 | $4,270-29.7% | $3,712-19.2% | $5,287-43.3% |
| Admin fee / account holder | $111 | $6,645-98.3% | $5,333-97.9% | $10,133-98.9% |