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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 | $23,310 | $48,364-51.8% | $71,796-67.5% | $62,881-62.9% |
| Participation rate | 39.4% | 60.6%-21.2pp | 69.1%-29.7pp | 69.3%-29.9pp |
| Annual return | 8.32% | 13.16%-4.8pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $380 | $1,042-63.5% | $1,924-80.3% | $2,281-83.3% |
| Participant deferral / active EE | $2,498 | $2,091+19.5% | $2,794-10.6% | $3,203-22.0% |
| Admin fee / account holder | $191 | $3,771-94.9% | $4,815-96.0% | $4,296-95.6% |