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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 | $27,570 | $84,518-67.4% | $67,704-59.3% | $125,389-78.0% |
| Participation rate | 11.1% | 74.8%-63.7pp | 67.5%-56.4pp | 83.2%-72.1pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $397 | $3,292-88.0% | $2,559-84.5% | $4,866-91.8% |
| Participant deferral / active EE | $2,667 | $4,430-39.8% | $3,585-25.6% | $5,352-50.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |