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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 | $24,616 | $48,364-49.1% | $71,796-65.7% | $62,881-60.9% |
| Participation rate | 50.0% | 60.6%-10.6pp | 69.1%-19.1pp | 69.3%-19.3pp |
| Annual return | 10.04% | 13.16%-3.1pp | 78.04%-68.0pp | 20.14%-10.1pp |
| Employer contribution / active EE | $372 | $1,042-64.3% | $1,924-80.7% | $2,281-83.7% |
| Participant deferral / active EE | $1,183 | $2,091-43.4% | $2,794-57.7% | $3,203-63.1% |
| Admin fee / account holder | $227 | $3,771-94.0% | $4,815-95.3% | $4,296-94.7% |