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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 | $8,406 | $82,324-89.8% | $68,803-87.8% | $134,545-93.8% |
| Participation rate | 53.3% | 75.1%-21.7pp | 69.0%-15.7pp | 81.2%-27.9pp |
| Annual return | 0.00% | -2.17%+2.2pp | -6.37%+6.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,642 | $3,302-50.3% | $2,656-38.2% | $4,742-65.4% |
| Participant deferral / active EE | $3,418 | $4,740-27.9% | $3,942-13.3% | $6,401-46.6% |
| Admin fee / account holder | $9 | $6,485-99.9% | $4,936-99.8% | $11,431-99.9% |