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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 | $37,019 | $65,367-43.4% | $92,915-60.2% | $72,976-49.3% |
| Participation rate | 31.0% | 68.3%-37.3pp | 76.0%-45.0pp | 69.5%-38.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,216 | $2,594-53.1% | $3,653-66.7% | $2,440-50.2% |
| Participant deferral / active EE | $2,037 | $3,128-34.9% | $4,238-51.9% | $3,608-43.5% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |