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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 | $11,217 | $73,848-84.8% | $143,799-92.2% | $68,486-83.6% |
| Participation rate | 28.0% | 66.7%-38.7pp | 80.3%-52.3pp | 67.9%-39.9pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $719 | $3,184-77.4% | $4,952-85.5% | $2,597-72.3% |
| Participant deferral / active EE | $1,763 | $3,385-47.9% | $5,638-68.7% | $4,028-56.2% |
| Admin fee / account holder | $109 | $5,755-98.1% | $14,677-99.3% | $5,404-98.0% |