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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 | $23,777 | $49,177-51.6% | $79,467-70.1% | $64,173-62.9% |
| Participation rate | 59.4% | 65.0%-5.7pp | 73.3%-14.0pp | 69.6%-10.2pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.30%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $960 | $2,076-53.8% | $2,800-65.7% | $2,381-59.7% |
| Participant deferral / active EE | $2,308 | $2,821-18.2% | $3,704-37.7% | $3,470-33.5% |
| Admin fee / account holder | $245 | $3,839-93.6% | $5,104-95.2% | $4,887-95.0% |