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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 | $25,623 | $58,493-56.2% | $84,021-69.5% | $72,975-64.9% |
| Participation rate | 56.8% | 61.2%-4.5pp | 69.0%-12.3pp | 69.5%-12.7pp |
| Annual return | 23.72% | 28.93%-5.2pp | 71.32%-47.6pp | 81.01%-57.3pp |
| Employer contribution / active EE | $785 | $1,163-32.5% | $1,984-60.4% | $2,440-67.8% |
| Participant deferral / active EE | $1,694 | $2,394-29.2% | $3,239-47.7% | $3,608-53.0% |
| Admin fee / account holder | $268 | $4,569-94.1% | $6,102-95.6% | $5,124-94.8% |