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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 | $7,791 | $32,037-75.7% | $69,182-88.7% | $62,881-87.6% |
| Participation rate | 48.4% | 43.4%+5.0pp | 55.1%-6.7pp | 69.3%-20.9pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $709 | $679+4.4% | $1,206-41.2% | $2,281-68.9% |
| Participant deferral / active EE | $2,805 | $1,185+136.6% | $1,897+47.8% | $3,203-12.4% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |