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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 | $45,869 | $49,976-8.2% | $66,674-31.2% | $82,637-44.5% |
| Participation rate | 23.7% | 63.1%-39.4pp | 73.7%-50.0pp | 68.1%-44.4pp |
| Annual return | 18.16% | 39.09%-20.9pp | 321.24%-303.1pp | 53.51%-35.3pp |
| Employer contribution / active EE | $832 | $1,988-58.1% | $2,620-68.2% | $2,552-67.4% |
| Participant deferral / active EE | $1,936 | $2,847-32.0% | $4,084-52.6% | $4,126-53.1% |
| Admin fee / account holder | $41 | $4,594-99.1% | $5,098-99.2% | $7,339-99.4% |