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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 | $80,073 | $84,518-5.3% | $67,704+18.3% | $125,388-36.1% |
| Participation rate | 27.3% | 74.8%-47.5pp | 67.5%-40.2pp | 83.2%-55.9pp |
| Annual return | 0.22% | 2.57%-2.3pp | 25.41%-25.2pp | 282.24%-282.0pp |
| Employer contribution / active EE | $580 | $3,292-82.4% | $2,559-77.4% | $4,866-88.1% |
| Participant deferral / active EE | $1,338 | $4,430-69.8% | $3,585-62.7% | $5,352-75.0% |
| Admin fee / account holder | $11 | $5,340-99.8% | $4,255-99.7% | $9,541-99.9% |