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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 | $17,892 | $52,678-66.0% | $75,784-76.4% | $59,633-70.0% |
| Participation rate | 34.1% | 67.2%-33.1pp | 75.8%-41.7pp | 68.7%-34.6pp |
| Annual return | -2.65% | 2.95%-5.6pp | 9.68%-12.3pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $647 | $2,193-70.5% | $3,323-80.5% | $2,203-70.6% |
| Participant deferral / active EE | $1,158 | $2,591-55.3% | $3,652-68.3% | $3,192-63.7% |
| Admin fee / account holder | $88 | $3,610-97.6% | $5,300-98.3% | $4,297-98.0% |