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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 | $10,343 | $78,690-86.9% | $161,489-93.6% | $87,485-88.2% |
| Participation rate | 47.4% | 67.5%-20.1pp | 78.7%-31.3pp | 68.9%-21.6pp |
| Annual return | 21.59% | 32.74%-11.2pp | 89.72%-68.1pp | 26.06%-4.5pp |
| Employer contribution / active EE | $639 | $2,588-75.3% | $4,268-85.0% | $2,596-75.4% |
| Participant deferral / active EE | $1,188 | $3,311-64.1% | $5,630-78.9% | $4,274-72.2% |
| Admin fee / account holder | $116 | $6,724-98.3% | $16,006-99.3% | $7,775-98.5% |