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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 | $122,648 | $45,438+169.9% | $80,004+53.3% | $59,633+105.7% |
| Participation rate | 11.1% | 63.7%-52.6pp | 73.0%-61.9pp | 68.7%-57.6pp |
| Annual return | 0.26% | 5.10%-4.8pp | 7.63%-7.4pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $412 | $1,236-66.7% | $2,473-83.3% | $2,203-81.3% |
| Participant deferral / active EE | $2,036 | $2,231-8.7% | $3,204-36.5% | $3,192-36.2% |
| Admin fee / account holder | $155 | $3,464-95.5% | $5,033-96.9% | $4,297-96.4% |