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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 | $31,875 | $49,025-35.0% | $87,502-63.6% | $62,881-49.3% |
| Participation rate | 52.5% | 64.9%-12.4pp | 73.8%-21.3pp | 69.3%-16.8pp |
| Annual return | 6.42% | 10.02%-3.6pp | 12.21%-5.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $595 | $1,372-56.6% | $2,550-76.6% | $2,281-73.9% |
| Participant deferral / active EE | $1,398 | $2,289-38.9% | $3,149-55.6% | $3,203-56.4% |
| Admin fee / account holder | $19 | $4,065-99.5% | $4,221-99.5% | $4,296-99.6% |