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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 | $18,302 | $108,212-83.1% | $77,513-76.4% | $158,966-88.5% |
| Participation rate | 25.0% | 64.4%-39.4pp | 54.2%-29.2pp | 82.0%-57.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.95%-302.9pp |
| Employer contribution / active EE | $609 | $1,325-54.0% | $987-38.2% | $4,762-87.2% |
| Participant deferral / active EE | $3,393 | $2,455+38.2% | $1,861+82.3% | $5,983-43.3% |
| Admin fee / account holder | $78 | $3,709-97.9% | $2,859-97.3% | $11,250-99.3% |