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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 | $48,806 | $153,311-68.2% | $109,313-55.4% | $273,972-82.2% |
| Participation rate | 68.4% | 80.1%-11.7pp | 71.3%-2.8pp | 83.0%-14.6pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,613 | $5,619-71.3% | $3,892-58.6% | $4,869-66.9% |
| Participant deferral / active EE | $3,609 | $3,932-8.2% | $3,166+14.0% | $5,287-31.8% |
| Admin fee / account holder | $122 | $8,076-98.5% | $5,666-97.8% | $10,133-98.8% |