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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 | $46,199 | $113,941-59.5% | $94,229-51.0% | $125,389-63.2% |
| Participation rate | 45.5% | 82.9%-37.4pp | 78.8%-33.3pp | 83.2%-37.7pp |
| Annual return | 0.15% | 5.29%-5.1pp | 10.68%-10.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $4,210 | $4,727-10.9% | $3,587+17.4% | $4,866-13.5% |
| Participant deferral / active EE | $2,596 | $5,179-49.9% | $4,320-39.9% | $5,352-51.5% |
| Admin fee / account holder | $96 | $8,392-98.9% | $6,269-98.5% | $9,541-99.0% |