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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 | $24,594 | $158,852-84.5% | $121,220-79.7% | $135,380-81.8% |
| Participation rate | 53.3% | 79.3%-26.0pp | 71.8%-18.4pp | 82.6%-29.3pp |
| Annual return | 0.50% | -0.64%+1.1pp | 16.94%-16.4pp | 519.81%-519.3pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,520 | $4,006-62.1% | $3,345-54.6% | $5,609-72.9% |
| Admin fee / account holder | $5 | $6,515-99.9% | $5,021-99.9% | $10,828-99.9% |