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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 | $59,148 | $71,873-17.7% | $86,698-31.8% | $68,490-13.6% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,145 | $2,173-47.3% | $2,837-59.6% | $2,597-55.9% |
| Participant deferral / active EE | $2,061 | $3,779-45.5% | $4,656-55.7% | $4,028-48.8% |
| Admin fee / account holder | $77 | $6,110-98.7% | $7,492-99.0% | $5,403-98.6% |