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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 | $55,553 | $39,162+41.9% | $100,671-44.8% | $59,633-6.8% |
| Participation rate | 43.1% | 55.9%-12.7pp | 70.7%-27.6pp | 68.7%-25.5pp |
| Annual return | -1.68% | 21.07%-22.8pp | 20.43%-22.1pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,209 | $1,992-39.3% | $3,144-61.5% | $3,192-62.1% |
| Admin fee / account holder | $11 | $2,969-99.6% | $4,850-99.8% | $4,297-99.7% |