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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 | $28,605 | $48,364-40.9% | $71,796-60.2% | $62,881-54.5% |
| Participation rate | 26.9% | 60.6%-33.7pp | 69.1%-42.2pp | 69.3%-42.4pp |
| Annual return | 7.17% | 13.16%-6.0pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $550 | $1,042-47.2% | $1,924-71.4% | $2,281-75.9% |
| Participant deferral / active EE | $2,025 | $2,091-3.2% | $2,794-27.5% | $3,203-36.8% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |