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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 | $28,906 | $52,678-45.1% | $75,784-61.9% | $59,633-51.5% |
| Participation rate | 41.9% | 67.2%-25.4pp | 75.8%-34.0pp | 68.7%-26.8pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,944 | $2,193-11.4% | $3,323-41.5% | $2,203-11.7% |
| Participant deferral / active EE | $3,278 | $2,591+26.5% | $3,652-10.2% | $3,192+2.7% |
| Admin fee / account holder | $97 | $3,610-97.3% | $5,300-98.2% | $4,297-97.7% |