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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 | $26,086 | $82,678-68.4% | $125,391-79.2% | $68,490-61.9% |
| Participation rate | 44.4% | 75.1%-30.6pp | 82.4%-37.9pp | 67.9%-23.5pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,371 | $3,382-59.5% | $4,816-71.5% | $2,597-47.2% |
| Participant deferral / active EE | $4,312 | $6,111-29.4% | $7,448-42.1% | $4,028+7.1% |
| Admin fee / account holder | $80 | $6,277-98.7% | $10,009-99.2% | $5,403-98.5% |