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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 | $23,837 | $94,439-74.8% | $73,658-67.6% | $154,746-84.6% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 18.51% | 28.25%-9.7pp | 29.72%-11.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $834 | $1,257-33.7% | $1,032-19.3% | $4,379-81.0% |
| Participant deferral / active EE | $2,488 | $2,527-1.6% | $2,062+20.7% | $6,730-63.0% |
| Admin fee / account holder | $190 | $3,843-95.1% | $3,357-94.3% | $14,365-98.7% |