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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 | $34,626 | $72,607-52.3% | $90,259-61.6% | $87,485-60.4% |
| Participation rate | 44.7% | 64.8%-20.1pp | 70.7%-26.0pp | 68.9%-24.2pp |
| Annual return | 16.34% | 18.59%-2.3pp | 18.88%-2.5pp | 26.06%-9.7pp |
| Employer contribution / active EE | $488 | $1,919-74.6% | $2,291-78.7% | $2,596-81.2% |
| Participant deferral / active EE | $2,156 | $3,055-29.4% | $3,827-43.7% | $4,274-49.6% |
| Admin fee / account holder | $113 | $5,947-98.1% | $7,267-98.4% | $7,775-98.5% |