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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 | $53,127-47.0% | $86,597-67.5% | $70,131-59.9% |
| Participation rate | 67.3% | 65.3%+2.0pp | 73.5%-6.2pp | 69.5%-2.2pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.96%-965.0pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,581 | $2,696-4.3% | $3,609-28.5% | $3,332-22.5% |
| Admin fee / account holder | $26 | $3,585-99.3% | $4,906-99.5% | $4,645-99.4% |