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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 | $51,862 | $48,050+7.9% | $85,969-39.7% | $59,633-13.0% |
| Participation rate | 16.7% | 64.5%-47.8pp | 76.5%-59.9pp | 68.7%-52.0pp |
| Annual return | 0.00% | 0.29%-0.3pp | 9.32%-9.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,055 | $1,640-35.7% | $3,474-69.6% | $2,203-52.1% |
| Participant deferral / active EE | $1,702 | $2,249-24.3% | $3,829-55.5% | $3,192-46.7% |
| Admin fee / account holder | $0 | $3,206-100.0% | $6,053-100.0% | $4,297-100.0% |