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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 | $20,039 | $25,014-19.9% | $69,701-71.2% | $80,874-75.2% |
| Participation rate | 58.5% | 64.2%-5.8pp | 66.4%-8.0pp | 67.6%-9.2pp |
| Annual return | 14.01% | 19.07%-5.1pp | 100.32%-86.3pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,652 | $993+66.4% | $1,713-3.6% | $2,756-40.0% |
| Participant deferral / active EE | $2,668 | $1,839+45.1% | $2,887-7.6% | $4,297-37.9% |
| Admin fee / account holder | $4 | $2,488-99.8% | $4,717-99.9% | $6,935-99.9% |