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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 | $54,224 | $116,203-53.3% | $93,621-42.1% | $152,897-64.5% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.8%-35.8pp | 82.5%-42.5pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,284 | $3,219-60.1% | $2,719-52.8% | $4,764-73.0% |
| Participant deferral / active EE | $4,675 | $4,605+1.5% | $4,070+14.9% | $5,851-20.1% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |