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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 | $30,542 | $95,917-68.2% | $79,583-61.6% | $134,545-77.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,556 | $3,129+13.6% | $2,414+47.3% | $4,742-25.0% |
| Participant deferral / active EE | $14,900 | $4,694+217.4% | $3,986+273.8% | $6,401+132.8% |
| Admin fee / account holder | $140 | $9,132-98.5% | $6,835-97.9% | $11,431-98.8% |