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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 | $17,225 | $52,678-67.3% | $75,784-77.3% | $59,633-71.1% |
| Participation rate | 62.9% | 67.2%-4.4pp | 75.8%-13.0pp | 68.7%-5.8pp |
| Annual return | 0.36% | 2.95%-2.6pp | 9.68%-9.3pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $5,338 | $2,193+143.4% | $3,323+60.6% | $2,203+142.3% |
| Participant deferral / active EE | $2,665 | $2,591+2.9% | $3,652-27.0% | $3,192-16.5% |
| Admin fee / account holder | $32 | $3,610-99.1% | $5,300-99.4% | $4,297-99.2% |