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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 | $26,957 | $105,623-74.5% | $87,502-69.2% | $273,972-90.2% |
| Participation rate | 20.0% | 78.2%-58.2pp | 73.8%-53.8pp | 83.0%-63.0pp |
| Annual return | 0.00% | 12.26%-12.3pp | 12.21%-12.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,191 | $3,141-62.1% | $2,550-53.3% | $4,869-75.5% |
| Participant deferral / active EE | $4,200 | $3,601+16.6% | $3,149+33.4% | $5,287-20.6% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |