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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 | $22,859 | $56,287-59.4% | $80,977-71.8% | $62,881-63.6% |
| Participation rate | 50.0% | 68.9%-18.9pp | 75.8%-25.8pp | 69.3%-19.3pp |
| Annual return | 0.00% | 22.13%-22.1pp | 17.11%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,223 | $1,943-37.0% | $3,715-67.1% | $2,281-46.4% |
| Participant deferral / active EE | $2,146 | $4,196-48.8% | $5,696-62.3% | $3,203-33.0% |
| Admin fee / account holder | $229 | $3,742-93.9% | $5,517-95.8% | $4,296-94.7% |