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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 | $46,470 | $61,125-24.0% | $94,057-50.6% | $87,485-46.9% |
| Participation rate | 51.6% | 64.1%-12.5pp | 73.3%-21.8pp | 68.9%-17.4pp |
| Annual return | 16.10% | 35.20%-19.1pp | 480.62%-464.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $779 | $2,136-63.5% | $2,933-73.4% | $2,596-70.0% |
| Participant deferral / active EE | $2,035 | $3,260-37.6% | $4,709-56.8% | $4,274-52.4% |
| Admin fee / account holder | $262 | $5,629-95.3% | $7,244-96.4% | $7,775-96.6% |