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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 | $15,145 | $40,275-62.4% | $57,356-73.6% | $59,633-74.6% |
| Participation rate | 51.4% | 69.1%-17.7pp | 75.1%-23.7pp | 68.7%-17.2pp |
| Annual return | -1.84% | 27.52%-29.4pp | 24.41%-26.2pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,147 | $1,921-40.3% | $2,689-57.4% | $2,203-47.9% |
| Participant deferral / active EE | $961 | $2,400-59.9% | $3,162-69.6% | $3,192-69.9% |
| Admin fee / account holder | $29 | $2,820-99.0% | $3,357-99.1% | $4,297-99.3% |