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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 | $21,024 | $103,949-79.8% | $69,182-69.6% | $273,972-92.3% |
| Participation rate | 40.0% | 67.4%-27.4pp | 55.1%-15.1pp | 83.0%-43.0pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,212 | $1,783-32.0% | $1,206+0.5% | $4,869-75.1% |
| Participant deferral / active EE | $7,200 | $2,716+165.1% | $1,897+279.6% | $5,287+36.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |