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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 | $39,001 | $61,338-36.4% | $149,717-73.9% | $71,495-45.4% |
| Participation rate | 56.7% | 62.5%-5.9pp | 78.8%-22.1pp | 67.9%-11.3pp |
| Annual return | 0.00% | 35.86%-35.9pp | 134.41%-134.4pp | 28.85%-28.9pp |
| Employer contribution / active EE | $392 | $2,381-83.5% | $4,820-91.9% | $2,589-84.9% |
| Participant deferral / active EE | $2,784 | $2,919-4.6% | $5,682-51.0% | $4,291-35.1% |
| Admin fee / account holder | $222 | $1,263-82.5% | $13,213-98.3% | $1,588-86.0% |