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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 | $10,477 | $73,848-85.8% | $143,799-92.7% | $68,486-84.7% |
| Participation rate | 44.1% | 66.7%-22.5pp | 80.3%-36.2pp | 67.9%-23.8pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,151 | $3,385-6.9% | $5,638-44.1% | $4,028-21.8% |
| Admin fee / account holder | $179 | $5,755-96.9% | $14,677-98.8% | $5,404-96.7% |