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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 | $21,501 | $91,911-76.6% | $68,612-68.7% | $135,380-84.1% |
| Participation rate | 33.3% | 76.7%-43.4pp | 72.2%-38.9pp | 82.6%-49.3pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,000 | $3,924-74.5% | $2,625-61.9% | $4,779-79.1% |
| Participant deferral / active EE | $6,167 | $4,315+42.9% | $3,311+86.2% | $5,609+9.9% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |