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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 | $50,476 | $73,848-31.6% | $143,799-64.9% | $68,486-26.3% |
| Participation rate | 48.8% | 66.7%-17.8pp | 80.3%-31.5pp | 67.9%-19.1pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $472 | $3,184-85.2% | $4,952-90.5% | $2,597-81.8% |
| Participant deferral / active EE | $1,931 | $3,385-43.0% | $5,638-65.8% | $4,028-52.1% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |