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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 | $49,976-7.0% | $66,674-30.3% | $82,637-43.8% |
| Participation rate | 51.6% | 63.1%-11.5pp | 73.7%-22.1pp | 68.1%-16.5pp |
| Annual return | 16.10% | 39.09%-23.0pp | 321.24%-305.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $779 | $1,988-60.8% | $2,620-70.3% | $2,552-69.5% |
| Participant deferral / active EE | $2,035 | $2,847-28.5% | $4,084-50.2% | $4,126-50.7% |
| Admin fee / account holder | $262 | $4,594-94.3% | $5,098-94.9% | $7,339-96.4% |