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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 | $25,242 | $47,848-47.2% | $81,473-69.0% | $70,126-64.0% |
| Participation rate | 42.0% | 58.3%-16.3pp | 68.0%-26.0pp | 69.5%-27.6pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $974 | $1,527-36.2% | $2,568-62.1% | $2,343-58.4% |
| Participant deferral / active EE | $2,168 | $2,453-11.6% | $3,537-38.7% | $3,332-34.9% |
| Admin fee / account holder | $77 | $3,145-97.6% | $4,561-98.3% | $4,645-98.3% |