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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 | $35,835 | $37,446-4.3% | $77,513-53.8% | $79,852-55.1% |
| Participation rate | 37.0% | 41.5%-4.5pp | 54.2%-17.2pp | 69.6%-32.6pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $454 | $637-28.8% | $987-54.0% | $2,471-81.6% |
| Participant deferral / active EE | $1,675 | $1,261+32.9% | $1,861-10.0% | $3,740-55.2% |
| Admin fee / account holder | $282 | $2,506-88.8% | $2,859-90.1% | $5,306-94.7% |