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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 | $37,229 | $87,705-57.6% | $63,517-41.4% | $125,393-70.3% |
| Participation rate | 65.0% | 77.0%-12.0pp | 71.0%-6.0pp | 83.2%-18.2pp |
| Annual return | 1.87% | 21.70%-19.8pp | -70.30%+72.2pp | 282.23%-280.4pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,487 | $3,939-62.3% | $2,953-49.6% | $5,351-72.2% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,541-100.0% |