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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 | $46,306 | $55,713-16.9% | $75,901-39.0% | $72,975-36.5% |
| Participation rate | 54.3% | 61.1%-6.8pp | 69.3%-15.0pp | 69.5%-15.2pp |
| Annual return | 0.00% | 27.60%-27.6pp | 30.76%-30.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,020 | $1,687-39.5% | $2,501-59.2% | $2,440-58.2% |
| Participant deferral / active EE | $2,537 | $2,634-3.7% | $3,603-29.6% | $3,608-29.7% |
| Admin fee / account holder | $137 | $3,980-96.6% | $5,420-97.5% | $5,124-97.3% |