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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 | $19,000 | $49,025-61.2% | $87,502-78.3% | $62,881-69.8% |
| Participation rate | 35.2% | 64.9%-29.7pp | 73.8%-38.6pp | 69.3%-34.1pp |
| Annual return | 7.08% | 10.02%-2.9pp | 12.21%-5.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $742 | $1,372-45.9% | $2,550-70.9% | $2,281-67.4% |
| Participant deferral / active EE | $1,267 | $2,289-44.6% | $3,149-59.8% | $3,203-60.4% |
| Admin fee / account holder | $62 | $4,065-98.5% | $4,221-98.5% | $4,296-98.5% |