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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 | $29,500 | $72,177-59.1% | $115,037-74.4% | $59,632-50.5% |
| Participation rate | 28.3% | 72.6%-44.2pp | 81.4%-53.1pp | 68.7%-40.4pp |
| Annual return | -1.50% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.32%-2042.8pp |
| Employer contribution / active EE | $809 | $2,841-71.5% | $4,608-82.5% | $2,203-63.3% |
| Participant deferral / active EE | $3,410 | $4,783-28.7% | $6,026-43.4% | $3,192+6.8% |
| Admin fee / account holder | $5 | $4,927-99.9% | $8,175-99.9% | $4,297-99.9% |