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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 | $30,375 | $45,872-33.8% | $77,100-60.6% | $68,490-55.7% |
| Participation rate | 22.0% | 55.9%-33.9pp | 67.9%-45.9pp | 67.9%-45.9pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $678 | $1,650-58.9% | $2,815-75.9% | $2,597-73.9% |
| Participant deferral / active EE | $1,583 | $2,963-46.6% | $4,430-64.3% | $4,028-60.7% |
| Admin fee / account holder | $76 | $3,041-97.5% | $5,443-98.6% | $5,403-98.6% |