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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 | $13,602 | $45,872-70.3% | $77,096-82.4% | $68,486-80.1% |
| Participation rate | 25.0% | 55.9%-30.9pp | 67.9%-42.9pp | 67.9%-42.9pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,085 | $1,650-34.3% | $2,814-61.5% | $2,597-58.2% |
| Participant deferral / active EE | $1,907 | $2,963-35.6% | $4,429-56.9% | $4,028-52.6% |
| Admin fee / account holder | $18 | $3,041-99.4% | $5,428-99.7% | $5,404-99.7% |