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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 | $49,939 | $32,037+55.9% | $69,182-27.8% | $62,881-20.6% |
| Participation rate | 30.0% | 43.4%-13.4pp | 55.1%-25.1pp | 69.3%-39.3pp |
| Annual return | 7.97% | 15.16%-7.2pp | -21.93%+29.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $675 | $679-0.6% | $1,206-44.0% | $2,281-70.4% |
| Participant deferral / active EE | $1,789 | $1,185+50.9% | $1,897-5.7% | $3,203-44.2% |
| Admin fee / account holder | $20 | $2,608-99.2% | $2,697-99.3% | $4,296-99.5% |