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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 | $10,907 | $51,222-78.7% | $70,544-84.5% | $75,173-85.5% |
| Participation rate | 64.1% | 61.0%+3.1pp | 68.4%-4.3pp | 67.2%-3.1pp |
| Annual return | 0.00% | 30.06%-30.1pp | 32.79%-32.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,867 | $2,850-34.5% | $4,568-59.1% | $4,126-54.8% |
| Admin fee / account holder | $154 | $4,096-96.2% | $6,427-97.6% | $5,651-97.3% |