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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 | $64,167 | $39,162+63.9% | $100,671-36.3% | $59,632+7.6% |
| Participation rate | 32.1% | 55.9%-23.7pp | 70.7%-38.6pp | 68.7%-36.5pp |
| Annual return | 1.17% | 21.07%-19.9pp | 20.43%-19.3pp | 2041.32%-2040.2pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,225 | $1,992+11.7% | $3,144-29.2% | $3,192-30.3% |
| Admin fee / account holder | $101 | $2,969-96.6% | $4,850-97.9% | $4,297-97.6% |