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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 | $58,007 | $53,128+9.2% | $86,582-33.0% | $70,126-17.3% |
| Participation rate | 31.6% | 65.3%-33.7pp | 73.5%-42.0pp | 69.5%-38.0pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.08%-965.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $613 | $2,068-70.4% | $2,839-78.4% | $2,343-73.8% |
| Participant deferral / active EE | $1,342 | $2,695-50.2% | $3,609-62.8% | $3,332-59.7% |
| Admin fee / account holder | $114 | $3,584-96.8% | $4,904-97.7% | $4,645-97.5% |