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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 | $19,471 | $81,358-76.1% | $155,556-87.5% | $80,959-75.9% |
| Participation rate | 32.4% | 66.3%-33.8pp | 78.2%-45.8pp | 67.7%-35.2pp |
| Annual return | 17.02% | 33.39%-16.4pp | 64.84%-47.8pp | 35.67%-18.7pp |
| Employer contribution / active EE | $557 | $3,106-82.1% | $4,675-88.1% | $2,757-79.8% |
| Participant deferral / active EE | $1,064 | $3,455-69.2% | $5,631-81.1% | $4,300-75.2% |
| Admin fee / account holder | $173 | $7,994-97.8% | $15,885-98.9% | $6,925-97.5% |