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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 | $71,230-67.9% | $93,727-75.6% | $80,959-71.8% |
| Participation rate | 22.2% | 60.4%-38.2pp | 68.7%-46.5pp | 67.7%-45.4pp |
| Annual return | 14.02% | 11.26%+2.8pp | 133.83%-119.8pp | 35.67%-21.7pp |
| Employer contribution / active EE | $558 | $1,565-64.4% | $2,421-77.0% | $2,757-79.8% |
| Participant deferral / active EE | $1,621 | $4,037-59.8% | $4,417-63.3% | $4,300-62.3% |
| Admin fee / account holder | $118 | $6,961-98.3% | $8,292-98.6% | $6,925-98.3% |