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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 | $43,795 | $63,354-30.9% | $94,105-53.5% | $82,637-47.0% |
| Participation rate | 39.3% | 63.8%-24.5pp | 71.9%-32.7pp | 68.1%-28.8pp |
| Annual return | 20.70% | 34.36%-13.7pp | 204.55%-183.9pp | 53.51%-32.8pp |
| Employer contribution / active EE | $619 | $1,760-64.8% | $2,504-75.3% | $2,552-75.8% |
| Participant deferral / active EE | $759 | $2,873-73.6% | $3,881-80.4% | $4,126-81.6% |
| Admin fee / account holder | $70 | $5,073-98.6% | $6,199-98.9% | $7,339-99.0% |