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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 | $21,632 | $40,275-46.3% | $57,356-62.3% | $59,633-63.7% |
| Participation rate | 47.6% | 69.1%-21.5pp | 75.1%-27.5pp | 68.7%-21.1pp |
| Annual return | 0.82% | 27.52%-26.7pp | 24.41%-23.6pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $401 | $1,921-79.1% | $2,689-85.1% | $2,203-81.8% |
| Participant deferral / active EE | $934 | $2,400-61.1% | $3,162-70.4% | $3,192-70.7% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |