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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 | $22,831 | $71,197-67.9% | $93,669-75.6% | $80,925-71.8% |
| Participation rate | 22.2% | 60.4%-38.2pp | 68.7%-46.5pp | 67.7%-45.4pp |
| Annual return | 14.02% | 11.27%+2.7pp | 133.59%-119.6pp | 35.65%-21.6pp |
| Employer contribution / active EE | $558 | $1,565-64.4% | $2,424-77.0% | $2,756-79.8% |
| Participant deferral / active EE | $1,621 | $4,036-59.8% | $4,416-63.3% | $4,299-62.3% |
| Admin fee / account holder | $118 | $6,959-98.3% | $8,291-98.6% | $6,940-98.3% |