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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 | $22,932 | $46,877-51.1% | $122,342-81.3% | $70,131-67.3% |
| Participation rate | 58.8% | 58.2%+0.6pp | 71.6%-12.8pp | 69.5%-10.7pp |
| Annual return | 17.07% | 24.22%-7.2pp | 30.28%-13.2pp | 73.14%-56.1pp |
| Employer contribution / active EE | $780 | $1,288-39.4% | $4,051-80.7% | $2,342-66.7% |
| Participant deferral / active EE | $1,914 | $2,167-11.7% | $3,287-41.8% | $3,332-42.6% |
| Admin fee / account holder | $23 | $3,324-99.3% | $5,478-99.6% | $4,645-99.5% |