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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 | $28,477 | $95,188-70.1% | $76,518-62.8% | $135,379-79.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,516 | $3,303-23.8% | $2,647-4.9% | $4,779-47.3% |
| Participant deferral / active EE | $5,232 | $4,640+12.8% | $3,836+36.4% | $5,609-6.7% |
| Admin fee / account holder | $146 | $6,249-97.7% | $4,849-97.0% | $10,828-98.7% |