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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 | $42,393 | $62,549-32.2% | $85,705-50.5% | $85,851-50.6% |
| Participation rate | 52.7% | 61.1%-8.4pp | 69.9%-17.1pp | 69.3%-16.6pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.63%-318.6pp |
| Employer contribution / active EE | $2,168 | $1,755+23.5% | $2,619-17.2% | $2,565-15.5% |
| Participant deferral / active EE | $5,144 | $2,802+83.6% | $3,924+31.1% | $3,952+30.2% |
| Admin fee / account holder | $13 | $4,644-99.7% | $6,877-99.8% | $6,261-99.8% |