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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 | $25,407 | $96,524-73.7% | $75,900-66.5% | $152,909-83.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.3%-9.3pp | 82.5%-22.5pp |
| Annual return | 0.00% | 33.93%-33.9pp | 30.73%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,478 | $3,311-55.3% | $2,501-40.9% | $4,764-69.0% |
| Participant deferral / active EE | $2,867 | $4,554-37.0% | $3,604-20.4% | $5,851-51.0% |
| Admin fee / account holder | $176 | $8,082-97.8% | $5,421-96.7% | $11,601-98.5% |