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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 | $6,548 | $39,028-83.2% | $80,741-91.9% | $85,847-92.4% |
| Participation rate | 50.0% | 41.6%+8.4pp | 54.2%-4.2pp | 69.3%-19.3pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.61%-318.6pp |
| Employer contribution / active EE | $1,015 | $722+40.5% | $1,160-12.5% | $2,565-60.5% |
| Participant deferral / active EE | $2,397 | $1,326+80.8% | $2,145+11.7% | $3,952-39.4% |
| Admin fee / account holder | $140 | $2,429-94.2% | $3,380-95.9% | $6,261-97.8% |