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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 | $36,217 | $87,546-58.6% | $75,784-52.2% | $125,389-71.1% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,244 | $3,930-68.3% | $3,323-62.6% | $4,866-74.4% |
| Participant deferral / active EE | $4,057 | $4,230-4.1% | $3,652+11.1% | $5,352-24.2% |
| Admin fee / account holder | $135 | $6,503-97.9% | $5,300-97.5% | $9,541-98.6% |