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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 | $28,835 | $52,836-45.4% | $105,736-72.7% | $64,173-55.1% |
| Participation rate | 40.7% | 66.5%-25.8pp | 76.3%-35.6pp | 69.6%-28.8pp |
| Annual return | -5.40% | 14.30%-19.7pp | 6.27%-11.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $777 | $1,827-57.5% | $3,268-76.2% | $2,381-67.4% |
| Participant deferral / active EE | $2,004 | $2,545-21.3% | $4,080-50.9% | $3,470-42.3% |
| Admin fee / account holder | $167 | $3,959-95.8% | $6,913-97.6% | $4,887-96.6% |