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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 | $51,959 | $103,949-50.0% | $69,182-24.9% | $273,972-81.0% |
| Participation rate | 21.7% | 67.4%-45.6pp | 55.1%-33.4pp | 83.0%-61.3pp |
| Annual return | 7.48% | 35.28%-27.8pp | -21.93%+29.4pp | 41.46%-34.0pp |
| Employer contribution / active EE | $702 | $1,783-60.6% | $1,206-41.8% | $4,869-85.6% |
| Participant deferral / active EE | $1,895 | $2,716-30.2% | $1,897-0.1% | $5,287-64.2% |
| Admin fee / account holder | $275 | $3,671-92.5% | $2,697-89.8% | $10,133-97.3% |