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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 | $57,080 | $32,037+78.2% | $69,182-17.5% | $62,881-9.2% |
| Participation rate | 29.3% | 43.4%-14.2pp | 55.1%-25.8pp | 69.3%-40.0pp |
| Annual return | 6.10% | 15.16%-9.1pp | -21.93%+28.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $667 | $679-1.8% | $1,206-44.7% | $2,281-70.7% |
| Participant deferral / active EE | $1,975 | $1,185+66.6% | $1,897+4.1% | $3,203-38.3% |
| Admin fee / account holder | $27 | $2,608-99.0% | $2,697-99.0% | $4,296-99.4% |