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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 | $36,390 | $39,162-7.1% | $100,671-63.9% | $59,633-39.0% |
| Participation rate | 50.0% | 55.9%-5.9pp | 70.7%-20.7pp | 68.7%-18.7pp |
| Annual return | 0.96% | 21.07%-20.1pp | 20.43%-19.5pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $456 | $1,151-60.3% | $4,012-88.6% | $2,203-79.3% |
| Participant deferral / active EE | $1,910 | $1,992-4.1% | $3,144-39.2% | $3,192-40.1% |
| Admin fee / account holder | $263 | $2,969-91.1% | $4,850-94.6% | $4,297-93.9% |