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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 | $34,626 | $86,330-59.9% | $121,871-71.6% | $94,015-63.2% |
| Participation rate | 44.7% | 66.7%-21.9pp | 73.2%-28.5pp | 70.8%-26.1pp |
| Annual return | 16.34% | 14.95%+1.4pp | 13.57%+2.8pp | 17.84%-1.5pp |
| Employer contribution / active EE | $488 | $2,292-78.7% | $2,731-82.1% | $2,790-82.5% |
| Participant deferral / active EE | $2,156 | $3,146-31.5% | $4,318-50.1% | $4,249-49.3% |
| Admin fee / account holder | $113 | $7,346-98.5% | $11,551-99.0% | $8,951-98.7% |