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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 | $31,246 | $76,551-59.2% | $123,894-74.8% | $62,881-50.3% |
| Participation rate | 68.4% | 73.0%-4.6pp | 81.4%-13.0pp | 69.3%-0.9pp |
| Annual return | 9.75% | 18.68%-8.9pp | 47.52%-37.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $929 | $2,882-67.8% | $4,617-79.9% | $2,281-59.3% |
| Participant deferral / active EE | $2,596 | $4,840-46.4% | $5,984-56.6% | $3,203-18.9% |
| Admin fee / account holder | $25 | $4,826-99.5% | $8,357-99.7% | $4,296-99.4% |