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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 | $42,175 | $73,978-43.0% | $96,515-56.3% | $75,173-43.9% |
| Participation rate | 57.9% | 66.4%-8.5pp | 74.3%-16.5pp | 67.2%-9.3pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,167 | $2,931-60.2% | $3,740-68.8% | $2,671-56.3% |
| Participant deferral / active EE | $1,869 | $3,660-48.9% | $4,880-61.7% | $4,126-54.7% |
| Admin fee / account holder | $269 | $5,219-94.8% | $6,735-96.0% | $5,651-95.2% |