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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 | $36,122 | $54,763-34.0% | $90,324-60.0% | $72,976-50.5% |
| Participation rate | 65.4% | 65.2%+0.2pp | 73.3%-7.9pp | 69.5%-4.1pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,724 | $2,093-17.7% | $2,856-39.6% | $2,440-29.4% |
| Participant deferral / active EE | $4,649 | $2,887+61.0% | $3,885+19.7% | $3,608+28.9% |
| Admin fee / account holder | $227 | $3,973-94.3% | $5,356-95.8% | $5,124-95.6% |