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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 | $59,626 | $56,197+6.1% | $67,652-11.9% | $59,6330% |
| Participation rate | 43.3% | 71.5%-28.2pp | 75.7%-32.4pp | 68.7%-25.4pp |
| Annual return | 1.52% | 18508.10%-18506.6pp | 6625.40%-6623.9pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,656 | $2,844-41.8% | $3,560-53.5% | $3,192-48.1% |
| Admin fee / account holder | $79 | $3,958-98.0% | $4,821-98.4% | $4,297-98.2% |