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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 | $16,409 | $41,377-60.3% | $109,313-85.0% | $62,881-73.9% |
| Participation rate | 69.6% | 57.5%+12.0pp | 71.3%-1.7pp | 69.3%+0.3pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $980 | $1,276-23.2% | $3,892-74.8% | $2,281-57.0% |
| Participant deferral / active EE | $3,469 | $2,045+69.7% | $3,166+9.6% | $3,203+8.3% |
| Admin fee / account holder | $101 | $2,884-96.5% | $5,666-98.2% | $4,296-97.6% |