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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 | $29,315 | $56,197-47.8% | $67,652-56.7% | $59,633-50.8% |
| Participation rate | 57.5% | 71.5%-14.0pp | 75.7%-18.2pp | 68.7%-11.2pp |
| Annual return | 1.32% | 18508.10%-18506.8pp | 6625.40%-6624.1pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $2,103 | $1,615+30.2% | $2,266-7.2% | $2,203-4.5% |
| Participant deferral / active EE | $4,425 | $2,844+55.6% | $3,560+24.3% | $3,192+38.6% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |