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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 | $17,674 | $45,872-61.5% | $77,081-77.1% | $68,495-74.2% |
| Participation rate | 10.0% | 55.9%-45.9pp | 67.9%-57.9pp | 67.9%-57.9pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.33%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $306 | $1,650-81.5% | $2,813-89.1% | $2,596-88.2% |
| Participant deferral / active EE | $1,510 | $2,963-49.0% | $4,428-65.9% | $4,028-62.5% |
| Admin fee / account holder | $18 | $3,041-99.4% | $5,427-99.7% | $5,403-99.7% |