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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 | $22,498 | $56,199-60.0% | $67,652-66.7% | $59,632-62.3% |
| Participation rate | 69.0% | 71.5%-2.5pp | 75.7%-6.7pp | 68.7%+0.3pp |
| Annual return | 0.00% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $1,495 | $1,614-7.4% | $2,266-34.0% | $2,203-32.1% |
| Participant deferral / active EE | $3,441 | $2,844+21.0% | $3,560-3.3% | $3,192+7.8% |
| Admin fee / account holder | $62 | $3,958-98.4% | $4,821-98.7% | $4,297-98.6% |