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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 | $51,817 | $52,884-2.0% | $84,753-38.9% | $55,167-6.1% |
| Participation rate | 33.6% | 67.5%-33.9pp | 76.6%-43.0pp | 69.0%-35.4pp |
| Annual return | 7.95% | 18.03%-10.1pp | 22.78%-14.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $818 | $2,233-63.4% | $3,574-77.1% | $1,963-58.3% |
| Participant deferral / active EE | $1,493 | $2,644-43.5% | $3,712-59.8% | $3,054-51.1% |
| Admin fee / account holder | $185 | $581-68.2% | $5,333-96.5% | $504-63.3% |