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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 | $49,706 | $72,404-31.3% | $110,243-54.9% | $64,173-22.5% |
| Participation rate | 68.1% | 73.3%-5.3pp | 79.8%-11.7pp | 69.6%-1.5pp |
| Annual return | 0.90% | -6.29%+7.2pp | 314.76%-313.9pp | 7.63%-6.7pp |
| Employer contribution / active EE | $1,038 | $2,282-54.5% | $3,827-72.9% | $2,381-56.4% |
| Participant deferral / active EE | $3,871 | $3,469+11.6% | $4,672-17.1% | $3,470+11.6% |
| Admin fee / account holder | $281 | $5,664-95.0% | $8,548-96.7% | $4,887-94.3% |