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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 | $19,180 | $107,030-82.1% | $73,550-73.9% | $147,586-87.0% |
| Participation rate | 17.6% | 66.4%-48.7pp | 54.9%-37.3pp | 82.8%-65.2pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,209 | $1,760-31.3% | $1,219-0.8% | $4,876-75.2% |
| Participant deferral / active EE | $2,095 | $2,458-14.8% | $1,804+16.1% | $5,439-61.5% |
| Admin fee / account holder | $112 | $3,055-96.3% | $2,320-95.2% | $10,886-99.0% |