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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 | $25,890 | $82,674-68.7% | $125,381-79.4% | $68,486-62.2% |
| Participation rate | 61.5% | 75.1%-13.5pp | 82.4%-20.8pp | 67.9%-6.4pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,076 | $3,382-38.6% | $4,815-56.9% | $2,597-20.0% |
| Participant deferral / active EE | $5,324 | $6,111-12.9% | $7,448-28.5% | $4,028+32.2% |
| Admin fee / account holder | $138 | $6,277-97.8% | $10,007-98.6% | $5,404-97.5% |