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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 | $25,825 | $158,852-83.7% | $121,220-78.7% | $135,380-80.9% |
| Participation rate | 18.2% | 79.3%-61.1pp | 71.8%-53.6pp | 82.6%-64.5pp |
| Annual return | -1.32% | -0.64%-0.7pp | 16.94%-18.3pp | 519.81%-521.1pp |
| Employer contribution / active EE | $26 | $5,666-99.5% | $4,023-99.4% | $4,779-99.5% |
| Participant deferral / active EE | $52 | $4,006-98.7% | $3,345-98.4% | $5,609-99.1% |
| Admin fee / account holder | $52 | $6,515-99.2% | $5,021-99.0% | $10,828-99.5% |