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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 | $44,968 | $59,220-24.1% | $96,572-53.4% | $79,389-43.4% |
| Participation rate | 68.9% | 61.9%+7.0pp | 69.8%-0.9pp | 70.7%-1.8pp |
| Annual return | 0.00% | 27.08%-27.1pp | 37.79%-37.8pp | 116.89%-116.9pp |
| Employer contribution / active EE | $1,812 | $1,216+48.9% | $2,357-23.2% | $2,428-25.4% |
| Participant deferral / active EE | $3,388 | $2,948+14.9% | $3,850-12.0% | $4,046-16.3% |
| Admin fee / account holder | $0 | $659-100.0% | $6,183-100.0% | $626-100.0% |