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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 | $17,568 | $45,043-61.0% | $63,005-72.1% | $70,124-74.9% |
| Participation rate | 40.0% | 69.5%-29.5pp | 74.8%-34.8pp | 69.5%-29.5pp |
| Annual return | 16.55% | 18.76%-2.2pp | 87.59%-71.0pp | 73.14%-56.6pp |
| Employer contribution / active EE | $370 | $2,052-82.0% | $2,760-86.6% | $2,342-84.2% |
| Participant deferral / active EE | $1,477 | $2,466-40.1% | $3,329-55.6% | $3,332-55.7% |
| Admin fee / account holder | $266 | $2,833-90.6% | $3,599-92.6% | $4,645-94.3% |