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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 | $24,840 | $46,732-46.8% | $156,551-84.1% | $55,167-55.0% |
| Participation rate | 30.5% | 65.8%-35.3pp | 84.0%-53.5pp | 69.0%-38.5pp |
| Annual return | 5.01% | 17.72%-12.7pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $416 | $2,105-80.2% | $5,501-92.4% | $1,963-78.8% |
| Participant deferral / active EE | $1,103 | $2,204-50.0% | $4,871-77.4% | $3,054-63.9% |
| Admin fee / account holder | $287 | $418-31.3% | $13,028-97.8% | $504-43.0% |