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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 | $15,816 | $51,202-69.1% | $70,548-77.6% | $75,181-79.0% |
| Participation rate | 22.2% | 61.0%-38.7pp | 68.3%-46.1pp | 67.2%-45.0pp |
| Annual return | 0.00% | 30.05%-30.1pp | 32.78%-32.8pp | 160.69%-160.7pp |
| Employer contribution / active EE | $791 | $1,827-56.7% | $2,975-73.4% | $2,671-70.4% |
| Participant deferral / active EE | $2,448 | $2,850-14.1% | $4,567-46.4% | $4,126-40.7% |
| Admin fee / account holder | $43 | $4,094-99.0% | $6,424-99.3% | $5,650-99.2% |