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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 | $38,920 | $48,078-19.0% | $78,676-50.5% | $62,881-38.1% |
| Participation rate | 56.8% | 65.2%-8.4pp | 73.6%-16.7pp | 69.3%-12.5pp |
| Annual return | 6.67% | 31.36%-24.7pp | 62.19%-55.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $434 | $2,015-78.5% | $2,850-84.8% | $2,281-81.0% |
| Participant deferral / active EE | $1,846 | $2,587-28.7% | $3,517-47.5% | $3,203-42.4% |
| Admin fee / account holder | $153 | $3,206-95.2% | $4,510-96.6% | $4,296-96.4% |