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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 | $19,459 | $81,331-76.1% | $155,534-87.5% | $80,935-76.0% |
| Participation rate | 51.5% | 66.3%-14.7pp | 78.2%-26.7pp | 67.7%-16.1pp |
| Annual return | 20.63% | 33.37%-12.7pp | 64.92%-44.3pp | 35.66%-15.0pp |
| Employer contribution / active EE | $849 | $3,105-72.7% | $4,675-81.8% | $2,757-69.2% |
| Participant deferral / active EE | $1,995 | $3,454-42.2% | $5,630-64.6% | $4,299-53.6% |
| Admin fee / account holder | $132 | $7,999-98.3% | $15,900-99.2% | $6,924-98.1% |