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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 | $44,545 | $46,599-4.4% | $64,101-30.5% | $75,173-40.7% |
| Participation rate | 44.2% | 65.9%-21.7pp | 72.3%-28.1pp | 67.2%-23.0pp |
| Annual return | 16.85% | 26.06%-9.2pp | 33.72%-16.9pp | 160.72%-143.9pp |
| Employer contribution / active EE | $701 | $1,975-64.5% | $2,749-74.5% | $2,671-73.8% |
| Participant deferral / active EE | $2,285 | $2,837-19.5% | $3,881-41.1% | $4,126-44.6% |
| Admin fee / account holder | $53 | $2,956-98.2% | $3,070-98.3% | $5,651-99.1% |