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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 | $86,505 | $65,704+31.7% | $94,229-8.2% | $59,633+45.1% |
| Participation rate | 62.1% | 72.1%-10.1pp | 78.8%-16.7pp | 68.7%-6.6pp |
| Annual return | 1.01% | 5.22%-4.2pp | 10.68%-9.7pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $2,296 | $2,021+13.6% | $3,587-36.0% | $2,203+4.3% |
| Participant deferral / active EE | $4,824 | $3,143+53.5% | $4,320+11.7% | $3,192+51.1% |
| Admin fee / account holder | $298 | $4,265-93.0% | $6,269-95.2% | $4,297-93.1% |