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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 | $21,984 | $77,908-71.8% | $149,696-85.3% | $75,173-70.8% |
| Participation rate | 38.0% | 65.6%-27.6pp | 78.8%-40.8pp | 67.2%-29.2pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.46%-134.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $893 | $3,138-71.6% | $4,821-81.5% | $2,671-66.6% |
| Participant deferral / active EE | $2,149 | $3,411-37.0% | $5,682-62.2% | $4,126-47.9% |
| Admin fee / account holder | $216 | $5,950-96.4% | $13,212-98.4% | $5,651-96.2% |