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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 | $21,241 | $103,949-79.6% | $69,182-69.3% | $273,972-92.2% |
| Participation rate | 35.0% | 67.4%-32.4pp | 55.1%-20.1pp | 83.0%-48.0pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $496 | $1,783-72.2% | $1,206-58.8% | $4,869-89.8% |
| Participant deferral / active EE | $2,004 | $2,716-26.2% | $1,897+5.7% | $5,287-62.1% |
| Admin fee / account holder | $110 | $3,671-97.0% | $2,697-95.9% | $10,133-98.9% |