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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 | $36,360 | $58,587-37.9% | $83,322-56.4% | $64,173-43.3% |
| Participation rate | 41.8% | 72.0%-30.2pp | 77.8%-35.9pp | 69.6%-27.8pp |
| Annual return | -3.64% | 9.65%-13.3pp | 10.64%-14.3pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,271 | $2,098-39.4% | $3,379-62.4% | $2,381-46.6% |
| Participant deferral / active EE | $2,226 | $4,654-52.2% | $5,565-60.0% | $3,470-35.8% |
| Admin fee / account holder | $4 | $9,279-100.0% | $7,540-99.9% | $4,887-99.9% |