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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 | $33,521 | $48,078-30.3% | $78,676-57.4% | $62,881-46.7% |
| Participation rate | 54.8% | 65.2%-10.4pp | 73.6%-18.8pp | 69.3%-14.5pp |
| Annual return | 7.67% | 31.36%-23.7pp | 62.19%-54.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $404 | $2,015-80.0% | $2,850-85.8% | $2,281-82.3% |
| Participant deferral / active EE | $3,694 | $2,587+42.8% | $3,517+5.0% | $3,203+15.3% |
| Admin fee / account holder | $33 | $3,206-99.0% | $4,510-99.3% | $4,296-99.2% |