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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 | $48,743 | $52,279-6.8% | $89,400-45.5% | $79,858-39.0% |
| Participation rate | 36.7% | 57.5%-20.9pp | 68.0%-31.3pp | 69.6%-33.0pp |
| Annual return | 17.95% | 22.16%-4.2pp | 245.64%-227.7pp | 31.72%-13.8pp |
| Employer contribution / active EE | $1,292 | $1,572-17.8% | $2,586-50.0% | $2,471-47.7% |
| Participant deferral / active EE | $2,484 | $2,740-9.3% | $3,890-36.1% | $3,740-33.6% |
| Admin fee / account holder | $155 | $3,356-95.4% | $4,882-96.8% | $5,306-97.1% |