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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 | $48,184 | $46,534+3.5% | $64,097-24.8% | $75,177-35.9% |
| Participation rate | 58.7% | 65.9%-7.2pp | 72.3%-13.6pp | 67.2%-8.5pp |
| Annual return | 15.50% | 26.07%-10.6pp | 33.75%-18.2pp | 160.75%-145.3pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,612 | $2,835-7.8% | $3,881-32.7% | $4,126-36.7% |
| Admin fee / account holder | $121 | $2,957-95.9% | $3,070-96.1% | $5,651-97.9% |