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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 | $25,259 | $95,895-73.7% | $79,576-68.3% | $134,509-81.2% |
| Participation rate | 22.2% | 75.0%-52.8pp | 69.5%-47.3pp | 81.2%-59.0pp |
| Annual return | 0.00% | -2.72%+2.7pp | 0.15%-0.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,067 | $3,128-65.9% | $2,413-55.8% | $4,741-77.5% |
| Participant deferral / active EE | $4,556 | $4,693-2.9% | $3,985+14.3% | $6,400-28.8% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |