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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 | $8,686 | $82,324-89.4% | $68,803-87.4% | $134,545-93.5% |
| Participation rate | 54.2% | 75.1%-20.9pp | 69.0%-14.9pp | 81.2%-27.1pp |
| Annual return | 0.00% | -2.17%+2.2pp | -6.37%+6.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,811 | $3,302-45.2% | $2,656-31.8% | $4,742-61.8% |
| Participant deferral / active EE | $3,493 | $4,740-26.3% | $3,942-11.4% | $6,401-45.4% |
| Admin fee / account holder | $25 | $6,485-99.6% | $4,936-99.5% | $11,431-99.8% |