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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 | $36,101 | $51,708-30.2% | $106,619-66.1% | $62,881-42.6% |
| Participation rate | 64.0% | 66.9%-2.9pp | 78.0%-14.0pp | 69.3%-5.3pp |
| Annual return | 0.00% | 4.69%-4.7pp | 9.42%-9.4pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,216 | $1,764-31.1% | $3,947-69.2% | $2,281-46.7% |
| Participant deferral / active EE | $3,106 | $2,315+34.1% | $3,930-21.0% | $3,203-3.0% |
| Admin fee / account holder | $200 | $3,349-94.0% | $6,418-96.9% | $4,296-95.3% |