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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 | $11,136 | $73,863-84.9% | $143,797-92.3% | $68,490-83.7% |
| Participation rate | 58.5% | 66.7%-8.1pp | 80.3%-21.8pp | 67.9%-9.4pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $826 | $3,185-74.1% | $4,952-83.3% | $2,597-68.2% |
| Participant deferral / active EE | $2,276 | $3,385-32.8% | $5,638-59.6% | $4,028-43.5% |
| Admin fee / account holder | $1 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |