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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 | $7,392 | $82,314-91.0% | $68,808-89.3% | $134,532-94.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $809 | $3,301-75.5% | $2,656-69.5% | $4,741-82.9% |
| Participant deferral / active EE | $1,560 | $4,740-67.1% | $3,942-60.4% | $6,401-75.6% |
| Admin fee / account holder | $189 | $6,484-97.1% | $4,936-96.2% | $11,429-98.3% |