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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 | $44,636 | $78,423-43.1% | $95,964-53.5% | $79,856-44.1% |
| Participation rate | 69.4% | 73.5%-4.1pp | 77.1%-7.7pp | 69.6%-0.3pp |
| Annual return | 18.55% | 19.37%-0.8pp | 91.64%-73.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $833 | $1,945-57.2% | $2,541-67.2% | $2,471-66.3% |
| Participant deferral / active EE | $2,225 | $3,440-35.3% | $4,167-46.6% | $3,741-40.5% |
| Admin fee / account holder | $100 | $5,622-98.2% | $6,797-98.5% | $5,306-98.1% |