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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 | $14,906 | $95,917-84.5% | $79,583-81.3% | $134,545-88.9% |
| Participation rate | 38.9% | 75.0%-36.2pp | 69.5%-30.6pp | 81.2%-42.3pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $736 | $3,129-76.5% | $2,414-69.5% | $4,742-84.5% |
| Participant deferral / active EE | $1,812 | $4,694-61.4% | $3,986-54.5% | $6,401-71.7% |
| Admin fee / account holder | $89 | $9,132-99.0% | $6,835-98.7% | $11,431-99.2% |