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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 | $37,089 | $57,352-35.3% | $83,831-55.8% | $64,173-42.2% |
| Participation rate | 32.1% | 68.6%-36.5pp | 76.1%-44.0pp | 69.6%-37.4pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $580 | $2,546-77.2% | $3,631-84.0% | $2,381-75.7% |
| Participant deferral / active EE | $1,633 | $2,993-45.5% | $4,082-60.0% | $3,470-52.9% |
| Admin fee / account holder | $101 | $4,046-97.5% | $5,479-98.2% | $4,887-97.9% |