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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 | $33,153 | $69,518-52.3% | $59,887-44.6% | $135,379-75.5% |
| Participation rate | 52.6% | 77.8%-25.2pp | 74.7%-22.1pp | 82.6%-30.0pp |
| Annual return | 3.41% | 7.95%-4.5pp | 3.46%-0.1pp | 519.79%-516.4pp |
| Employer contribution / active EE | $1,859 | $3,235-42.5% | $2,722-31.7% | $4,779-61.1% |
| Participant deferral / active EE | $4,742 | $4,204+12.8% | $3,402+39.4% | $5,609-15.4% |
| Admin fee / account holder | $150 | $5,734-97.4% | $3,591-95.8% | $10,828-98.6% |