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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 | $68,252 | $65,703+3.9% | $94,228-27.6% | $59,633+14.5% |
| Participation rate | 33.3% | 72.1%-38.8pp | 78.8%-45.4pp | 68.7%-35.3pp |
| Annual return | -0.89% | 5.22%-6.1pp | 10.68%-11.6pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $697 | $2,021-65.5% | $3,587-80.6% | $2,203-68.3% |
| Participant deferral / active EE | $1,981 | $3,143-37.0% | $4,320-54.2% | $3,192-37.9% |
| Admin fee / account holder | $16 | $4,264-99.6% | $6,269-99.7% | $4,297-99.6% |