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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 | $44,756 | $91,911-51.3% | $68,612-34.8% | $135,380-66.9% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,751 | $3,924-55.4% | $2,625-33.3% | $4,779-63.4% |
| Participant deferral / active EE | $11,437 | $4,315+165.0% | $3,311+245.4% | $5,609+103.9% |
| Admin fee / account holder | $207 | $9,240-97.8% | $5,131-96.0% | $10,828-98.1% |