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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 | $20,565 | $77,638-73.5% | $156,551-86.9% | $62,881-67.3% |
| Participation rate | 58.6% | 71.2%-12.6pp | 84.0%-25.4pp | 69.3%-10.7pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,927 | $3,444-44.0% | $5,501-65.0% | $2,281-15.5% |
| Participant deferral / active EE | $3,335 | $3,046+9.5% | $4,871-31.5% | $3,203+4.1% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |