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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 | $33,190 | $50,947-34.9% | $74,549-55.5% | $64,173-48.3% |
| Participation rate | 54.3% | 61.1%-6.7pp | 69.1%-14.8pp | 69.6%-15.2pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,207 | $1,115+8.2% | $1,961-38.4% | $2,381-49.3% |
| Participant deferral / active EE | $2,124 | $2,302-7.7% | $3,108-31.7% | $3,470-38.8% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |