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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 | $29,599 | $72,177-59.0% | $115,037-74.3% | $59,633-50.4% |
| Participation rate | 46.7% | 72.6%-25.9pp | 81.4%-34.7pp | 68.7%-22.0pp |
| Annual return | 0.87% | 12.02%-11.1pp | 26.14%-25.3pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $1,298 | $2,841-54.3% | $4,608-71.8% | $2,203-41.1% |
| Participant deferral / active EE | $2,084 | $4,783-56.4% | $6,026-65.4% | $3,192-34.7% |
| Admin fee / account holder | -$8 | $4,927-100.2% | $8,175-100.1% | $4,297-100.2% |