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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 | $41,841 | $41,377+1.1% | $109,313-61.7% | $62,881-33.5% |
| Participation rate | 51.2% | 57.5%-6.4pp | 71.3%-20.1pp | 69.3%-18.1pp |
| Annual return | 8.89% | 11.05%-2.2pp | 22.07%-13.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $592 | $1,276-53.6% | $3,892-84.8% | $2,281-74.0% |
| Participant deferral / active EE | $2,294 | $2,045+12.2% | $3,166-27.6% | $3,203-28.4% |
| Admin fee / account holder | $14 | $2,884-99.5% | $5,666-99.7% | $4,296-99.7% |