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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 | $31,774 | $95,917-66.9% | $79,583-60.1% | $134,545-76.4% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,056 | $3,129-66.3% | $2,414-56.3% | $4,742-77.7% |
| Participant deferral / active EE | $4,148 | $4,694-11.6% | $3,986+4.1% | $6,401-35.2% |
| Admin fee / account holder | $94 | $9,132-99.0% | $6,835-98.6% | $11,431-99.2% |