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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 | $23,088 | $48,364-52.3% | $71,796-67.8% | $62,881-63.3% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,298 | $1,042+24.6% | $1,924-32.6% | $2,281-43.1% |
| Participant deferral / active EE | $2,280 | $2,091+9.0% | $2,794-18.4% | $3,203-28.8% |
| Admin fee / account holder | $61 | $3,771-98.4% | $4,815-98.7% | $4,296-98.6% |