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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 | $55,666 | $67,411-17.4% | $91,004-38.8% | $70,126-20.6% |
| Participation rate | 35.3% | 71.4%-36.1pp | 75.6%-40.3pp | 69.5%-34.2pp |
| Annual return | 18.86% | -40.16%+59.0pp | 4.60%+14.3pp | 73.15%-54.3pp |
| Employer contribution / active EE | $470 | $1,786-73.7% | $2,456-80.9% | $2,343-79.9% |
| Participant deferral / active EE | $1,255 | $2,823-55.5% | $3,548-64.6% | $3,332-62.3% |
| Admin fee / account holder | $130 | $4,236-96.9% | $5,417-97.6% | $4,645-97.2% |