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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 | $16,884 | $57,590-70.7% | $86,233-80.4% | $82,448-79.5% |
| Participation rate | 51.6% | 57.9%-6.3pp | 69.0%-17.4pp | 68.1%-16.5pp |
| Annual return | 21.17% | 22.41%-1.2pp | 61.39%-40.2pp | 41.64%-20.5pp |
| Employer contribution / active EE | $734 | $1,655-55.7% | $2,504-70.7% | $2,551-71.2% |
| Participant deferral / active EE | $1,819 | $3,080-40.9% | $4,559-60.1% | $4,139-56.1% |
| Admin fee / account holder | $240 | $4,730-94.9% | $8,342-97.1% | $7,234-96.7% |