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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 | $12,985 | $35,183-63.1% | $73,545-82.3% | $70,124-81.5% |
| Participation rate | 9.0% | 42.9%-34.0pp | 54.9%-46.0pp | 69.5%-60.6pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $211 | $709-70.2% | $1,219-82.7% | $2,342-91.0% |
| Participant deferral / active EE | $1,062 | $1,220-12.9% | $1,806-41.2% | $3,332-68.1% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |