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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 | $13,317 | $58,627-77.3% | $76,735-82.6% | $82,448-83.8% |
| Participation rate | 60.5% | 63.2%-2.7pp | 69.5%-9.0pp | 68.1%-7.5pp |
| Annual return | 21.75% | 39.10%-17.3pp | 29.77%-8.0pp | 41.64%-19.9pp |
| Employer contribution / active EE | $777 | $1,729-55.1% | $2,454-68.3% | $2,551-69.5% |
| Participant deferral / active EE | $2,078 | $3,134-33.7% | $4,088-49.2% | $4,139-49.8% |
| Admin fee / account holder | $115 | $5,323-97.8% | $7,189-98.4% | $7,234-98.4% |