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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 | $20,902 | $63,809-67.2% | $81,353-74.3% | $80,935-74.2% |
| Participation rate | 37.8% | 63.9%-26.1pp | 69.5%-31.7pp | 67.7%-29.8pp |
| Annual return | 19.69% | 16.37%+3.3pp | 24.82%-5.1pp | 35.66%-16.0pp |
| Employer contribution / active EE | $794 | $1,981-59.9% | $2,464-67.8% | $2,757-71.2% |
| Participant deferral / active EE | $1,270 | $3,093-58.9% | $3,885-67.3% | $4,299-70.5% |
| Admin fee / account holder | $173 | $5,686-97.0% | $5,766-97.0% | $6,924-97.5% |