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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 | $23,798 | $56,339-57.8% | $104,301-77.2% | $68,486-65.3% |
| Participation rate | 49.4% | 63.3%-13.8pp | 73.3%-23.8pp | 67.9%-18.5pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,006 | $1,960-48.7% | $3,373-70.2% | $2,597-61.3% |
| Participant deferral / active EE | $2,300 | $3,077-25.3% | $4,626-50.3% | $4,028-42.9% |
| Admin fee / account holder | $118 | $4,902-97.6% | $7,340-98.4% | $5,404-97.8% |