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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 | $7,129 | $35,183-79.7% | $73,550-90.3% | $70,126-89.8% |
| Participation rate | 40.7% | 42.9%-2.3pp | 54.9%-14.2pp | 69.5%-28.9pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $942 | $709+32.9% | $1,219-22.8% | $2,343-59.8% |
| Participant deferral / active EE | $1,991 | $1,220+63.2% | $1,804+10.4% | $3,332-40.2% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |