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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 | $13,695 | $45,872-70.1% | $77,081-82.2% | $68,495-80.0% |
| Participation rate | 16.1% | 55.9%-39.8pp | 67.9%-51.8pp | 67.9%-51.8pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.33%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $386 | $1,650-76.6% | $2,813-86.3% | $2,596-85.1% |
| Participant deferral / active EE | $3,277 | $2,963+10.6% | $4,428-26.0% | $4,028-18.6% |
| Admin fee / account holder | $228 | $3,041-92.5% | $5,427-95.8% | $5,403-95.8% |