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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 | $28,141 | $53,128-47.0% | $86,582-67.5% | $70,126-59.9% |
| Participation rate | 67.3% | 65.3%+2.0pp | 73.5%-6.2pp | 69.5%-2.2pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.08%-965.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,581 | $2,695-4.2% | $3,609-28.5% | $3,332-22.5% |
| Admin fee / account holder | $26 | $3,584-99.3% | $4,904-99.5% | $4,645-99.4% |