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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 | $20,748 | $103,949-80.0% | $69,182-70.0% | $273,972-92.4% |
| Participation rate | 16.7% | 67.4%-50.7pp | 55.1%-38.4pp | 83.0%-66.3pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $614 | $1,783-65.6% | $1,206-49.1% | $4,869-87.4% |
| Participant deferral / active EE | $2,786 | $2,716+2.5% | $1,897+46.9% | $5,287-47.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |