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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 | $80,670 | $43,730+84.5% | $121,220-33.5% | $64,173+25.7% |
| Participation rate | 69.2% | 58.3%+10.9pp | 71.8%-2.5pp | 69.6%-0.3pp |
| Annual return | 0.00% | 68.94%-68.9pp | 16.94%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $591 | $1,297-54.5% | $4,023-85.3% | $2,381-75.2% |
| Participant deferral / active EE | $1,826 | $2,281-19.9% | $3,345-45.4% | $3,470-47.4% |
| Admin fee / account holder | $231 | $3,502-93.4% | $5,021-95.4% | $4,887-95.3% |