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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 | $8,518 | $82,324-89.7% | $68,803-87.6% | $134,545-93.7% |
| Participation rate | 42.9% | 75.1%-32.2pp | 69.0%-26.2pp | 81.2%-38.4pp |
| Annual return | 0.00% | -2.17%+2.2pp | -6.37%+6.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $662 | $3,302-80.0% | $2,656-75.1% | $4,742-86.0% |
| Participant deferral / active EE | $3,093 | $4,740-34.8% | $3,942-21.5% | $6,401-51.7% |
| Admin fee / account holder | $15 | $6,485-99.8% | $4,936-99.7% | $11,431-99.9% |