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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 | $44,352 | $72,486-38.8% | $87,103-49.1% | $72,976-39.2% |
| Participation rate | 60.5% | 72.8%-12.3pp | 76.9%-16.3pp | 69.5%-9.0pp |
| Annual return | 19.48% | 24.46%-5.0pp | 28.19%-8.7pp | 81.02%-61.5pp |
| Employer contribution / active EE | $658 | $1,894-65.3% | $2,521-73.9% | $2,440-73.0% |
| Participant deferral / active EE | $2,478 | $3,270-24.2% | $4,049-38.8% | $3,608-31.3% |
| Admin fee / account holder | $257 | $5,055-94.9% | $7,491-96.6% | $5,124-95.0% |