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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 | $37,502 | $70,418-46.7% | $96,570-61.2% | $85,847-56.3% |
| Participation rate | 24.7% | 61.8%-37.1pp | 69.8%-45.1pp | 69.3%-44.6pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.79%-37.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $728 | $1,413-48.5% | $2,357-69.1% | $2,565-71.6% |
| Participant deferral / active EE | $1,350 | $2,894-53.4% | $3,849-64.9% | $3,952-65.8% |
| Admin fee / account holder | $158 | $4,995-96.8% | $6,182-97.5% | $6,261-97.5% |