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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 | $14,897 | $37,446-60.2% | $77,552-80.8% | $79,856-81.3% |
| Participation rate | 22.2% | 41.5%-19.3pp | 54.2%-32.0pp | 69.6%-47.4pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $420 | $637-34.1% | $987-57.4% | $2,471-83.0% |
| Participant deferral / active EE | $2,191 | $1,261+73.7% | $1,861+17.7% | $3,741-41.4% |
| Admin fee / account holder | $2 | $2,506-99.9% | $2,859-99.9% | $5,306-100.0% |