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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 | $57,342 | $106,280-46.0% | $96,538-40.6% | $139,487-58.9% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 0.00% | 38.48%-38.5pp | 35.74%-35.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $13,564 | $4,107+230.3% | $3,740+262.7% | $4,755+185.3% |
| Participant deferral / active EE | $4,671 | $5,457-14.4% | $4,880-4.3% | $6,713-30.4% |
| Admin fee / account holder | $35 | $7,888-99.6% | $6,737-99.5% | $11,407-99.7% |