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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 | $26,337 | $81,358-67.6% | $155,556-83.1% | $80,959-67.5% |
| Participation rate | 36.2% | 66.3%-30.1pp | 78.2%-42.1pp | 67.7%-31.5pp |
| Annual return | 27.71% | 33.39%-5.7pp | 64.84%-37.1pp | 35.67%-8.0pp |
| Employer contribution / active EE | $993 | $3,106-68.0% | $4,675-78.8% | $2,757-64.0% |
| Participant deferral / active EE | $2,072 | $3,455-40.0% | $5,631-63.2% | $4,300-51.8% |
| Admin fee / account holder | $178 | $7,994-97.8% | $15,885-98.9% | $6,925-97.4% |