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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 | $28,418 | $103,949-72.7% | $69,182-58.9% | $273,972-89.6% |
| Participation rate | 20.0% | 67.4%-47.4pp | 55.1%-35.1pp | 83.0%-63.0pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,084 | $1,783+16.9% | $1,206+72.7% | $4,869-57.2% |
| Participant deferral / active EE | $3,600 | $2,716+32.5% | $1,897+89.8% | $5,287-31.9% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |