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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 | $76,300 | $56,894+34.1% | $84,753-10.0% | $62,881+21.3% |
| Participation rate | 36.7% | 68.5%-31.8pp | 76.6%-39.9pp | 69.3%-32.6pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $942 | $2,400-60.8% | $3,574-73.7% | $2,281-58.7% |
| Participant deferral / active EE | $1,965 | $2,709-27.5% | $3,712-47.1% | $3,203-38.7% |
| Admin fee / account holder | $249 | $3,581-93.0% | $5,333-95.3% | $4,296-94.2% |