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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 | $27,992 | $59,819-53.2% | $79,583-64.8% | $68,490-59.1% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | 28.36% | -12.30%+40.7pp | 0.16%+28.2pp | -7.85%+36.2pp |
| Employer contribution / active EE | $806 | $1,505-46.5% | $2,414-66.6% | $2,597-69.0% |
| Participant deferral / active EE | $4,107 | $3,025+35.8% | $3,986+3.1% | $4,028+2.0% |
| Admin fee / account holder | $128 | $4,835-97.3% | $6,835-98.1% | $5,403-97.6% |