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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 | $69,555 | $75,832-8.3% | $147,617-52.9% | $59,633+16.6% |
| Participation rate | 65.9% | 71.6%-5.7pp | 84.6%-18.7pp | 68.7%-2.8pp |
| Annual return | 0.84% | 0.37%+0.5pp | 61.98%-61.1pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $1,560 | $3,485-55.2% | $5,564-72.0% | $2,203-29.2% |
| Participant deferral / active EE | $3,746 | $3,131+19.7% | $4,895-23.5% | $3,192+17.4% |
| Admin fee / account holder | $204 | $5,986-96.6% | $11,612-98.2% | $4,297-95.3% |