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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 | $67,781 | $75,832-10.6% | $147,617-54.1% | $59,633+13.7% |
| Participation rate | 69.0% | 71.6%-2.6pp | 84.6%-15.7pp | 68.7%+0.3pp |
| Annual return | 0.46% | 0.37%+0.1pp | 61.98%-61.5pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $2,261 | $3,485-35.1% | $5,564-59.4% | $2,203+2.7% |
| Participant deferral / active EE | $2,772 | $3,131-11.5% | $4,895-43.4% | $3,192-13.2% |
| Admin fee / account holder | $279 | $5,986-95.3% | $11,612-97.6% | $4,297-93.5% |