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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 | $64,517-67.6% | $81,438-74.3% | $80,874-74.2% |
| Participation rate | 37.8% | 63.9%-26.1pp | 69.5%-31.7pp | 67.6%-29.8pp |
| Annual return | 19.69% | 16.35%+3.3pp | 24.74%-5.1pp | 35.62%-15.9pp |
| Employer contribution / active EE | $794 | $1,982-60.0% | $2,460-67.7% | $2,756-71.2% |
| Participant deferral / active EE | $1,270 | $3,096-59.0% | $3,883-67.3% | $4,297-70.4% |
| Admin fee / account holder | $173 | $5,677-97.0% | $5,764-97.0% | $6,935-97.5% |