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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 | $51,911 | $142,426-63.6% | $115,167-54.9% | $152,909-66.1% |
| Participation rate | 47.4% | 82.4%-35.0pp | 75.9%-28.5pp | 82.5%-35.1pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,082 | $4,011-73.0% | $3,179-66.0% | $4,764-77.3% |
| Participant deferral / active EE | $1,560 | $5,165-69.8% | $4,169-62.6% | $5,851-73.3% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |