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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 | $59,912 | $56,054+6.9% | $171,082-65.0% | $62,881-4.7% |
| Participation rate | 63.2% | 62.9%+0.3pp | 76.7%-13.5pp | 69.3%-6.1pp |
| Annual return | 0.00% | 22.52%-22.5pp | 32.56%-32.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $517 | $1,731-70.1% | $4,002-87.1% | $2,281-77.3% |
| Participant deferral / active EE | $2,318 | $3,158-26.6% | $4,797-51.7% | $3,203-27.6% |
| Admin fee / account holder | $37 | $3,647-99.0% | $8,520-99.6% | $4,296-99.1% |