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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 | $32,093 | $47,944-33.1% | $67,834-52.7% | $62,881-49.0% |
| Participation rate | 44.9% | 61.1%-16.2pp | 68.8%-23.9pp | 69.3%-24.4pp |
| Annual return | 7.66% | 11.77%-4.1pp | 138.47%-130.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,062 | $1,562-32.0% | $2,403-55.8% | $2,281-53.5% |
| Participant deferral / active EE | $3,388 | $2,247+50.8% | $3,160+7.2% | $3,203+5.8% |
| Admin fee / account holder | $226 | $3,712-93.9% | $4,622-95.1% | $4,296-94.7% |