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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 | $51,369 | $40,275+27.5% | $57,356-10.4% | $59,633-13.9% |
| Participation rate | 37.2% | 69.1%-31.9pp | 75.1%-37.9pp | 68.7%-31.5pp |
| Annual return | 1.09% | 27.52%-26.4pp | 24.41%-23.3pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $1,375 | $1,921-28.5% | $2,689-48.9% | $2,203-37.6% |
| Participant deferral / active EE | $1,738 | $2,400-27.6% | $3,162-45.0% | $3,192-45.5% |
| Admin fee / account holder | $57 | $2,820-98.0% | $3,357-98.3% | $4,297-98.7% |