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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 | $20,392 | $84,518-75.9% | $67,704-69.9% | $125,389-83.7% |
| Participation rate | 40.0% | 74.8%-34.8pp | 67.5%-27.5pp | 83.2%-43.2pp |
| Annual return | -0.43% | 2.57%-3.0pp | 25.41%-25.8pp | 282.24%-282.7pp |
| Employer contribution / active EE | $936 | $3,292-71.6% | $2,559-63.4% | $4,866-80.8% |
| Participant deferral / active EE | $1,118 | $4,430-74.8% | $3,585-68.8% | $5,352-79.1% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |