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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 | $10,225 | $73,863-86.2% | $143,797-92.9% | $68,490-85.1% |
| Participation rate | 36.7% | 66.7%-29.9pp | 80.3%-43.6pp | 67.9%-31.2pp |
| Annual return | 2.35% | 0.91%+1.4pp | -0.04%+2.4pp | -7.85%+10.2pp |
| Employer contribution / active EE | $974 | $3,185-69.4% | $4,952-80.3% | $2,597-62.5% |
| Participant deferral / active EE | $1,742 | $3,385-48.5% | $5,638-69.1% | $4,028-56.7% |
| Admin fee / account holder | $109 | $5,756-98.1% | $14,679-99.3% | $5,403-98.0% |