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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 | $31,924 | $73,988-56.9% | $96,538-66.9% | $75,177-57.5% |
| Participation rate | 48.4% | 66.4%-18.0pp | 74.3%-25.9pp | 67.2%-18.8pp |
| Annual return | 18.49% | 26.73%-8.2pp | 35.74%-17.2pp | 160.75%-142.3pp |
| Employer contribution / active EE | $1,016 | $2,930-65.3% | $3,740-72.8% | $2,671-62.0% |
| Participant deferral / active EE | $2,255 | $3,660-38.4% | $4,880-53.8% | $4,126-45.3% |
| Admin fee / account holder | $290 | $5,220-94.4% | $6,737-95.7% | $5,651-94.9% |