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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 | $29,410 | $72,177-59.3% | $115,038-74.4% | $59,633-50.7% |
| Participation rate | 65.8% | 72.6%-6.7pp | 81.4%-15.5pp | 68.7%-2.8pp |
| Annual return | -0.59% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $781 | $2,841-72.5% | $4,608-83.1% | $2,203-64.6% |
| Participant deferral / active EE | $2,194 | $4,783-54.1% | $6,026-63.6% | $3,192-31.3% |
| Admin fee / account holder | $273 | $4,927-94.5% | $8,175-96.7% | $4,297-93.7% |