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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 | $45,987 | $39,162+17.4% | $100,671-54.3% | $59,633-22.9% |
| Participation rate | 20.8% | 55.9%-35.0pp | 70.7%-49.9pp | 68.7%-47.8pp |
| Annual return | -0.35% | 21.07%-21.4pp | 20.43%-20.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $930 | $1,992-53.3% | $3,144-70.4% | $3,192-70.8% |
| Admin fee / account holder | $287 | $2,969-90.3% | $4,850-94.1% | $4,297-93.3% |