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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 | $46,533 | $103,949-55.2% | $69,182-32.7% | $273,972-83.0% |
| Participation rate | 33.3% | 67.4%-34.0pp | 55.1%-21.8pp | 83.0%-49.7pp |
| Annual return | 3.52% | 35.28%-31.8pp | -21.93%+25.5pp | 41.46%-37.9pp |
| Employer contribution / active EE | $521 | $1,783-70.8% | $1,206-56.8% | $4,869-89.3% |
| Participant deferral / active EE | $1,085 | $2,716-60.1% | $1,897-42.8% | $5,287-79.5% |
| Admin fee / account holder | $8 | $3,671-99.8% | $2,697-99.7% | $10,133-99.9% |