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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 | $17,575 | $75,832-76.8% | $147,618-88.1% | $59,633-70.5% |
| Participation rate | 25.8% | 71.6%-45.8pp | 84.6%-58.8pp | 68.7%-42.9pp |
| Annual return | 0.98% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $683 | $3,485-80.4% | $5,565-87.7% | $2,203-69.0% |
| Participant deferral / active EE | $1,186 | $3,131-62.1% | $4,895-75.8% | $3,192-62.8% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |