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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 | $21,715 | $84,236-74.2% | $170,435-87.3% | $70,126-69.0% |
| Participation rate | 69.0% | 70.8%-1.8pp | 83.6%-14.6pp | 69.5%-0.5pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,332 | $3,387-60.7% | $5,432-75.5% | $2,343-43.1% |
| Participant deferral / active EE | $3,651 | $3,086+18.3% | $4,939-26.1% | $3,332+9.6% |
| Admin fee / account holder | $104 | $5,698-98.2% | $13,881-99.2% | $4,645-97.8% |