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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 | $20,452 | $64,359-68.2% | $90,161-77.3% | $70,126-70.8% |
| Participation rate | 63.6% | 70.4%-6.8pp | 76.9%-13.2pp | 69.5%-5.9pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.89%-34.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,136 | $4,389+17.0% | $5,287-2.9% | $3,332+54.1% |
| Admin fee / account holder | $26 | $3,945-99.4% | $5,943-99.6% | $4,645-99.4% |