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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 | $23,801 | $82,288-71.1% | $68,794-65.4% | $134,509-82.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.37%+6.4pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,966 | $3,301-40.4% | $2,656-26.0% | $4,741-58.5% |
| Participant deferral / active EE | $9,870 | $4,738+108.3% | $3,941+150.4% | $6,400+54.2% |
| Admin fee / account holder | $5 | $6,482-99.9% | $4,934-99.9% | $11,427-100.0% |