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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 | $35,646 | $79,694-55.3% | $96,192-62.9% | $79,389-55.1% |
| Participation rate | 59.9% | 54.0%+5.9pp | 68.4%-8.6pp | 70.7%-10.8pp |
| Annual return | 0.00% | 40.84%-40.8pp | 192.09%-192.1pp | 116.89%-116.9pp |
| Employer contribution / active EE | $1,590 | $1,443+10.2% | $2,799-43.2% | $2,428-34.5% |
| Participant deferral / active EE | $4,576 | $2,539+80.3% | $4,351+5.2% | $4,046+13.1% |
| Admin fee / account holder | $38 | $630-94.0% | $5,539-99.3% | $626-94.0% |