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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 | $14,032 | $54,757-74.4% | $90,304-84.5% | $72,975-80.8% |
| Participation rate | 54.5% | 65.2%-10.6pp | 73.3%-18.7pp | 69.5%-14.9pp |
| Annual return | 27.05% | 30.63%-3.6pp | 78.13%-51.1pp | 81.01%-54.0pp |
| Employer contribution / active EE | $281 | $2,093-86.6% | $2,855-90.2% | $2,440-88.5% |
| Participant deferral / active EE | $2,011 | $2,887-30.3% | $3,885-48.2% | $3,608-44.3% |
| Admin fee / account holder | $233 | $3,973-94.1% | $5,354-95.7% | $5,124-95.5% |