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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 | $22,662 | $52,279-56.7% | $89,435-74.7% | $79,856-71.6% |
| Participation rate | 15.4% | 57.5%-42.2pp | 68.0%-52.6pp | 69.6%-54.3pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.55%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $486 | $1,572-69.0% | $2,587-81.2% | $2,471-80.3% |
| Participant deferral / active EE | $3,000 | $2,740+9.5% | $3,890-22.9% | $3,741-19.8% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,884-100.0% | $5,306-100.0% |