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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 | $45,831 | $78,694-41.8% | $67,652-32.3% | $125,389-63.4% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | 0.22% | 9.46%-9.2pp | 6625.40%-6625.2pp | 282.24%-282.0pp |
| Employer contribution / active EE | $1,450 | $3,044-52.4% | $2,266-36.0% | $4,866-70.2% |
| Participant deferral / active EE | $3,874 | $4,292-9.8% | $3,560+8.8% | $5,352-27.6% |
| Admin fee / account holder | $149 | $7,403-98.0% | $4,821-96.9% | $9,541-98.4% |