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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 | $49,260 | $52,279-5.8% | $89,414-44.9% | $79,852-38.3% |
| Participation rate | 23.1% | 57.5%-34.5pp | 68.0%-44.9pp | 69.6%-46.6pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.50%-245.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $925 | $1,572-41.2% | $2,586-64.2% | $2,471-62.6% |
| Participant deferral / active EE | $2,068 | $2,740-24.5% | $3,890-46.8% | $3,740-44.7% |
| Admin fee / account holder | $184 | $3,356-94.5% | $4,883-96.2% | $5,306-96.5% |