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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 | $18,070 | $90,486-80.0% | $78,676-77.0% | $273,972-93.4% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $927 | $3,175-70.8% | $2,850-67.5% | $4,869-81.0% |
| Participant deferral / active EE | $2,092 | $3,901-46.4% | $3,517-40.5% | $5,287-60.4% |
| Admin fee / account holder | $70 | $5,263-98.7% | $4,510-98.4% | $10,133-99.3% |