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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 | $21,113 | $72,177-70.7% | $115,038-81.6% | $59,633-64.6% |
| Participation rate | 50.0% | 72.6%-22.6pp | 81.4%-31.4pp | 68.7%-18.7pp |
| Annual return | 0.63% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $1,214 | $2,841-57.3% | $4,608-73.7% | $2,203-44.9% |
| Participant deferral / active EE | $2,407 | $4,783-49.7% | $6,026-60.1% | $3,192-24.6% |
| Admin fee / account holder | $222 | $4,927-95.5% | $8,175-97.3% | $4,297-94.8% |