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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 | $87,059-48.9% | $105,608-57.9% | $80,925-45.1% |
| Participation rate | 43.7% | 70.4%-26.8pp | 75.3%-31.6pp | 67.7%-24.0pp |
| Annual return | 14.27% | 17.05%-2.8pp | 116.50%-102.2pp | 35.65%-21.4pp |
| Employer contribution / active EE | $974 | $2,396-59.4% | $3,167-69.2% | $2,756-64.7% |
| Participant deferral / active EE | $2,661 | $3,986-33.2% | $5,010-46.9% | $4,299-38.1% |
| Admin fee / account holder | $201 | $8,443-97.6% | $11,028-98.2% | $6,940-97.1% |