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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 | $47,520 | $167,353-71.6% | $143,797-67.0% | $134,545-64.7% |
| Participation rate | 56.3% | 84.8%-28.6pp | 80.3%-24.1pp | 81.2%-25.0pp |
| Annual return | 5.53% | 0.48%+5.0pp | -0.04%+5.6pp | 418.37%-412.8pp |
| Employer contribution / active EE | $1,159 | $5,620-79.4% | $4,952-76.6% | $4,742-75.5% |
| Participant deferral / active EE | $3,874 | $6,447-39.9% | $5,638-31.3% | $6,401-39.5% |
| Admin fee / account holder | $300 | $18,096-98.3% | $14,679-98.0% | $11,431-97.4% |