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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 | $30,374 | $64,719-53.1% | $112,249-72.9% | $68,486-55.6% |
| Participation rate | 22.2% | 67.2%-44.9pp | 75.1%-52.8pp | 67.9%-45.7pp |
| Annual return | 4.61% | -11.40%+16.0pp | 27.48%-22.9pp | -7.85%+12.5pp |
| Employer contribution / active EE | $1,035 | $2,747-62.3% | $3,636-71.5% | $2,597-60.2% |
| Participant deferral / active EE | $2,084 | $3,565-41.5% | $4,729-55.9% | $4,028-48.3% |
| Admin fee / account holder | $23 | $5,232-99.6% | $6,412-99.6% | $5,404-99.6% |