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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 | $133,177 | $54,380+144.9% | $68,509+94.4% | $59,633+123.3% |
| Participation rate | 56.0% | 70.2%-14.2pp | 74.7%-18.7pp | 68.7%-12.7pp |
| Annual return | 0.98% | 2.83%-1.9pp | 8.27%-7.3pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $1,054 | $1,539-31.5% | $2,278-53.7% | $2,203-52.1% |
| Participant deferral / active EE | $3,850 | $2,643+45.7% | $3,382+13.8% | $3,192+20.6% |
| Admin fee / account holder | $113 | $3,885-97.1% | $5,275-97.8% | $4,297-97.4% |