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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 | $40,463 | $55,889-27.6% | $76,119-46.8% | $80,935-50.0% |
| Participation rate | 38.5% | 62.1%-23.6pp | 69.1%-30.6pp | 67.7%-29.2pp |
| Annual return | 15.37% | 20.58%-5.2pp | 361.25%-345.9pp | 35.66%-20.3pp |
| Employer contribution / active EE | $761 | $1,866-59.2% | $2,693-71.8% | $2,757-72.4% |
| Participant deferral / active EE | $2,214 | $3,051-27.4% | $4,259-48.0% | $4,299-48.5% |
| Admin fee / account holder | $75 | $5,241-98.6% | $6,421-98.8% | $6,924-98.9% |