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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 | $40,452 | $49,255-17.9% | $70,494-42.6% | $79,856-49.3% |
| Participation rate | 65.5% | 69.2%-3.6pp | 75.1%-9.5pp | 69.6%-4.1pp |
| Annual return | 14.84% | 30.10%-15.3pp | 109.16%-94.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $641 | $2,100-69.5% | $2,738-76.6% | $2,471-74.1% |
| Participant deferral / active EE | $1,719 | $2,768-37.9% | $3,711-53.7% | $3,741-54.1% |
| Admin fee / account holder | $176 | $2,879-93.9% | $3,848-95.4% | $5,306-96.7% |