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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 | $44,447 | $87,132-49.0% | $105,624-57.9% | $80,959-45.1% |
| Participation rate | 43.7% | 70.4%-26.8pp | 75.3%-31.6pp | 67.7%-24.0pp |
| Annual return | 14.27% | 17.03%-2.8pp | 116.20%-101.9pp | 35.67%-21.4pp |
| Employer contribution / active EE | $974 | $2,397-59.4% | $3,168-69.3% | $2,757-64.7% |
| Participant deferral / active EE | $2,661 | $3,985-33.2% | $5,013-46.9% | $4,300-38.1% |
| Admin fee / account holder | $201 | $8,449-97.6% | $10,961-98.2% | $6,925-97.1% |