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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 | $18,529 | $43,338-57.2% | $59,887-69.1% | $64,173-71.1% |
| Participation rate | 29.5% | 69.2%-39.6pp | 74.7%-45.2pp | 69.6%-40.0pp |
| Annual return | -3.88% | -1.55%-2.3pp | 3.46%-7.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $550 | $2,030-72.9% | $2,722-79.8% | $2,381-76.9% |
| Participant deferral / active EE | $799 | $2,547-68.6% | $3,402-76.5% | $3,470-77.0% |
| Admin fee / account holder | $52 | $3,007-98.3% | $3,591-98.5% | $4,887-98.9% |