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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 | $66,660 | $41,377+61.1% | $109,313-39.0% | $62,881+6.0% |
| Participation rate | 27.9% | 57.5%-29.6pp | 71.3%-43.4pp | 69.3%-41.4pp |
| Annual return | 6.60% | 11.05%-4.4pp | 22.07%-15.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $311 | $1,276-75.6% | $3,892-92.0% | $2,281-86.4% |
| Participant deferral / active EE | $1,517 | $2,045-25.8% | $3,166-52.1% | $3,203-52.6% |
| Admin fee / account holder | $22 | $2,884-99.2% | $5,666-99.6% | $4,296-99.5% |