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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 | $15,481 | $43,075-64.1% | $74,577-79.2% | $62,881-75.4% |
| Participation rate | 40.7% | 58.1%-17.3pp | 68.1%-27.4pp | 69.3%-28.6pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,032 | $1,498-31.1% | $2,525-59.1% | $2,281-54.8% |
| Participant deferral / active EE | $2,695 | $2,389+12.8% | $3,458-22.1% | $3,203-15.9% |
| Admin fee / account holder | $200 | $2,840-93.0% | $4,138-95.2% | $4,296-95.3% |