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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 | $21,973 | $56,894-61.4% | $84,753-74.1% | $62,881-65.1% |
| Participation rate | 32.0% | 68.5%-36.5pp | 76.6%-44.6pp | 69.3%-37.3pp |
| Annual return | 11.02% | 6.30%+4.7pp | 22.78%-11.8pp | 20.14%-9.1pp |
| Employer contribution / active EE | $539 | $2,400-77.5% | $3,574-84.9% | $2,281-76.4% |
| Participant deferral / active EE | $1,299 | $2,709-52.0% | $3,712-65.0% | $3,203-59.4% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |