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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 | $70,299 | $75,832-7.3% | $147,617-52.4% | $59,633+17.9% |
| Participation rate | 51.7% | 71.6%-19.8pp | 84.6%-32.9pp | 68.7%-16.9pp |
| Annual return | 1.64% | 0.37%+1.3pp | 61.98%-60.3pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $2,568 | $3,485-26.3% | $5,564-53.9% | $2,203+16.6% |
| Participant deferral / active EE | $2,924 | $3,131-6.6% | $4,895-40.3% | $3,192-8.4% |
| Admin fee / account holder | $5 | $5,986-99.9% | $11,612-100.0% | $4,297-99.9% |