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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 | $28,322 | $52,678-46.2% | $75,784-62.6% | $59,633-52.5% |
| Participation rate | 24.3% | 67.2%-42.9pp | 75.8%-51.5pp | 68.7%-44.3pp |
| Annual return | 1.14% | 2.95%-1.8pp | 9.68%-8.5pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $623 | $2,193-71.6% | $3,323-81.3% | $2,203-71.7% |
| Participant deferral / active EE | $1,400 | $2,591-46.0% | $3,652-61.7% | $3,192-56.1% |
| Admin fee / account holder | $105 | $3,610-97.1% | $5,300-98.0% | $4,297-97.6% |