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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 | $23,132 | $47,944-51.8% | $67,834-65.9% | $62,881-63.2% |
| Participation rate | 46.7% | 61.1%-14.4pp | 68.8%-22.1pp | 69.3%-22.6pp |
| Annual return | 5.17% | 11.77%-6.6pp | 138.47%-133.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $748 | $1,562-52.1% | $2,403-68.9% | $2,281-67.2% |
| Participant deferral / active EE | $1,511 | $2,247-32.8% | $3,160-52.2% | $3,203-52.8% |
| Admin fee / account holder | $266 | $3,712-92.8% | $4,622-94.3% | $4,296-93.8% |