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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 | $18,591 | $99,345-81.3% | $84,753-78.1% | $273,972-93.2% |
| Participation rate | 52.6% | 80.7%-28.1pp | 76.6%-24.0pp | 83.0%-30.4pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,636 | $4,214-37.4% | $3,574-26.2% | $4,869-45.9% |
| Participant deferral / active EE | $4,155 | $4,270-2.7% | $3,712+11.9% | $5,287-21.4% |
| Admin fee / account holder | $190 | $6,645-97.1% | $5,333-96.4% | $10,133-98.1% |