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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 | $25,727 | $67,411-61.8% | $91,004-71.7% | $70,126-63.3% |
| Participation rate | 53.2% | 71.4%-18.1pp | 75.6%-22.4pp | 69.5%-16.3pp |
| Annual return | 15.12% | -40.16%+55.3pp | 4.60%+10.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $647 | $1,786-63.8% | $2,456-73.7% | $2,343-72.4% |
| Participant deferral / active EE | $2,327 | $2,823-17.6% | $3,548-34.4% | $3,332-30.2% |
| Admin fee / account holder | $40 | $4,236-99.1% | $5,417-99.3% | $4,645-99.1% |