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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 | $10,262 | $82,324-87.5% | $68,803-85.1% | $134,545-92.4% |
| Participation rate | 46.7% | 75.1%-28.4pp | 69.0%-22.4pp | 81.2%-34.6pp |
| Annual return | 0.00% | -2.17%+2.2pp | -6.37%+6.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $835 | $3,302-74.7% | $2,656-68.6% | $4,742-82.4% |
| Participant deferral / active EE | $2,043 | $4,740-56.9% | $3,942-48.2% | $6,401-68.1% |
| Admin fee / account holder | $38 | $6,485-99.4% | $4,936-99.2% | $11,431-99.7% |