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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 | $46,548 | $48,078-3.2% | $78,676-40.8% | $62,881-26.0% |
| Participation rate | 62.5% | 65.2%-2.7pp | 73.6%-11.1pp | 69.3%-6.8pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,000 | $2,015-50.4% | $2,850-64.9% | $2,281-56.2% |
| Participant deferral / active EE | $804 | $2,587-68.9% | $3,517-77.1% | $3,203-74.9% |
| Admin fee / account holder | $85 | $3,206-97.4% | $4,510-98.1% | $4,296-98.0% |