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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 | $28,156 | $52,911-46.8% | $73,309-61.6% | $59,633-52.8% |
| Participation rate | 51.5% | 68.2%-16.7pp | 74.9%-23.4pp | 68.7%-17.2pp |
| Annual return | -0.54% | 12.20%-12.7pp | 5.67%-6.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,031 | $1,909+6.4% | $3,237-37.3% | $2,203-7.8% |
| Participant deferral / active EE | $2,922 | $4,069-28.2% | $4,991-41.5% | $3,192-8.5% |
| Admin fee / account holder | $114 | $3,835-97.0% | $5,635-98.0% | $4,297-97.3% |