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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 | $21,207 | $54,763-61.3% | $90,324-76.5% | $72,976-70.9% |
| Participation rate | 57.5% | 65.2%-7.7pp | 73.3%-15.8pp | 69.5%-12.0pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $755 | $2,093-63.9% | $2,856-73.6% | $2,440-69.1% |
| Participant deferral / active EE | $1,657 | $2,887-42.6% | $3,885-57.4% | $3,608-54.1% |
| Admin fee / account holder | $34 | $3,973-99.1% | $5,356-99.4% | $5,124-99.3% |