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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 | $19,374 | $47,848-59.5% | $81,473-76.2% | $70,126-72.4% |
| Participation rate | 7.7% | 58.3%-50.6pp | 68.0%-60.3pp | 69.5%-61.8pp |
| Annual return | 26.15% | 27.25%-1.1pp | 38.78%-12.6pp | 73.15%-47.0pp |
| Employer contribution / active EE | $243 | $1,527-84.1% | $2,568-90.5% | $2,343-89.6% |
| Participant deferral / active EE | $795 | $2,453-67.6% | $3,537-77.5% | $3,332-76.1% |
| Admin fee / account holder | $82 | $3,145-97.4% | $4,561-98.2% | $4,645-98.2% |