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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 | $44,930 | $79,449-43.4% | $189,597-76.3% | $85,851-47.7% |
| Participation rate | 52.8% | 66.0%-13.2pp | 78.4%-25.6pp | 69.3%-16.5pp |
| Annual return | 0.00% | 18.45%-18.4pp | 64.20%-64.2pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,377-100.0% | $9,807-100.0% | $6,261-100.0% |