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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 | $11,045 | $45,872-75.9% | $77,096-85.7% | $68,486-83.9% |
| Participation rate | 66.7% | 55.9%+10.7pp | 67.9%-1.3pp | 67.9%-1.2pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $405 | $1,650-75.4% | $2,814-85.6% | $2,597-84.4% |
| Participant deferral / active EE | $771 | $2,963-74.0% | $4,429-82.6% | $4,028-80.9% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,428-100.0% | $5,404-100.0% |