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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 | $26,852 | $57,828-53.6% | $117,039-77.1% | $70,126-61.7% |
| Participation rate | 39.7% | 67.1%-27.4pp | 77.2%-37.4pp | 69.5%-29.8pp |
| Annual return | 12.05% | 17.55%-5.5pp | 18.95%-6.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $809 | $1,816-55.5% | $3,785-78.6% | $2,343-65.5% |
| Participant deferral / active EE | $1,874 | $2,438-23.1% | $3,929-52.3% | $3,332-43.8% |
| Admin fee / account holder | $153 | $3,548-95.7% | $5,974-97.4% | $4,645-96.7% |