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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 | $19,667 | $48,050-59.1% | $85,969-77.1% | $59,633-67.0% |
| Participation rate | 37.3% | 64.5%-27.2pp | 76.5%-39.3pp | 68.7%-31.4pp |
| Annual return | -2.18% | 0.29%-2.5pp | 9.32%-11.5pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $761 | $1,640-53.6% | $3,474-78.1% | $2,203-65.4% |
| Participant deferral / active EE | $1,269 | $2,249-43.6% | $3,829-66.9% | $3,192-60.2% |
| Admin fee / account holder | $292 | $3,206-90.9% | $6,053-95.2% | $4,297-93.2% |