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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 | $21,219 | $103,949-79.6% | $69,182-69.3% | $273,972-92.3% |
| Participation rate | 11.1% | 67.4%-56.3pp | 55.1%-44.0pp | 83.0%-71.9pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,345 | $2,716-13.7% | $1,897+23.6% | $5,287-55.6% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |