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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 | $36,028 | $65,364-44.9% | $92,909-61.2% | $72,975-50.6% |
| Participation rate | 57.1% | 68.3%-11.2pp | 76.0%-18.9pp | 69.5%-12.3pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,362 | $2,594-47.5% | $3,653-62.7% | $2,440-44.2% |
| Participant deferral / active EE | $3,454 | $3,128+10.4% | $4,238-18.5% | $3,608-4.3% |
| Admin fee / account holder | $220 | $4,251-94.8% | $5,795-96.2% | $5,124-95.7% |