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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 | $24,051 | $48,050-49.9% | $85,969-72.0% | $59,633-59.7% |
| Participation rate | 60.0% | 64.5%-4.5pp | 76.5%-16.5pp | 68.7%-8.7pp |
| Annual return | -0.15% | 0.29%-0.4pp | 9.32%-9.5pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $755 | $1,640-53.9% | $3,474-78.3% | $2,203-65.7% |
| Participant deferral / active EE | $1,290 | $2,249-42.7% | $3,829-66.3% | $3,192-59.6% |
| Admin fee / account holder | $242 | $3,206-92.5% | $6,053-96.0% | $4,297-94.4% |