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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 | $12,276 | $47,848-74.3% | $81,473-84.9% | $70,126-82.5% |
| Participation rate | 63.6% | 58.3%+5.4pp | 68.0%-4.3pp | 69.5%-5.9pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,088 | $1,527-28.8% | $2,568-57.6% | $2,343-53.6% |
| Participant deferral / active EE | $1,951 | $2,453-20.5% | $3,537-44.8% | $3,332-41.4% |
| Admin fee / account holder | $83 | $3,145-97.4% | $4,561-98.2% | $4,645-98.2% |