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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 | $47,155 | $92,219-48.9% | $76,768-38.6% | $135,379-65.2% |
| Participation rate | 33.3% | 79.8%-46.4pp | 77.0%-43.6pp | 82.6%-49.3pp |
| Annual return | 0.76% | 5.46%-4.7pp | 2.43%-1.7pp | 519.79%-519.0pp |
| Employer contribution / active EE | $599 | $3,216-81.4% | $2,485-75.9% | $4,779-87.5% |
| Participant deferral / active EE | $3,226 | $4,508-28.5% | $3,852-16.2% | $5,609-42.5% |
| Admin fee / account holder | $279 | $10,749-97.4% | $6,675-95.8% | $10,828-97.4% |