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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 | $64,771 | $52,678+23.0% | $75,784-14.5% | $59,633+8.6% |
| Participation rate | 37.0% | 67.2%-30.2pp | 75.8%-38.8pp | 68.7%-31.6pp |
| Annual return | -2.06% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $654 | $2,193-70.2% | $3,323-80.3% | $2,203-70.3% |
| Participant deferral / active EE | $1,835 | $2,591-29.2% | $3,652-49.8% | $3,192-42.5% |
| Admin fee / account holder | $262 | $3,610-92.7% | $5,300-95.1% | $4,297-93.9% |