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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 | $53,220 | $45,566+16.8% | $64,105-17.0% | $59,633-10.8% |
| Participation rate | 39.0% | 60.2%-21.1pp | 68.2%-29.1pp | 68.7%-29.6pp |
| Annual return | 0.83% | 4.95%-4.1pp | 791.24%-790.4pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $1,270 | $934+35.9% | $1,820-30.2% | $2,203-42.4% |
| Participant deferral / active EE | $2,288 | $2,057+11.3% | $2,822-18.9% | $3,192-28.3% |
| Admin fee / account holder | $40 | $3,268-98.8% | $4,499-99.1% | $4,297-99.1% |