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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 | $20,599 | $77,976-73.6% | $81,367-74.7% | $125,388-83.6% |
| Participation rate | 25.0% | 83.3%-58.3pp | 82.3%-57.3pp | 83.2%-58.2pp |
| Annual return | 0.00% | -2.85%+2.9pp | -0.92%+0.9pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,040 | $4,366-76.2% | $3,930-73.5% | $4,866-78.6% |
| Participant deferral / active EE | $4,250 | $5,646-24.7% | $5,383-21.1% | $5,352-20.6% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,541-100.0% |