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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 | $73,738 | $54,380+35.6% | $68,509+7.6% | $59,633+23.7% |
| Participation rate | 51.4% | 70.2%-18.8pp | 74.7%-23.4pp | 68.7%-17.3pp |
| Annual return | 0.21% | 2.83%-2.6pp | 8.27%-8.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,087 | $1,539-29.3% | $2,278-52.3% | $2,203-50.6% |
| Participant deferral / active EE | $1,846 | $2,643-30.1% | $3,382-45.4% | $3,192-42.2% |
| Admin fee / account holder | $36 | $3,885-99.1% | $5,275-99.3% | $4,297-99.2% |