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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 | $18,002 | $100,805-82.1% | $86,698-79.2% | $134,532-86.6% |
| Participation rate | 22.2% | 79.0%-56.7pp | 76.6%-54.4pp | 81.2%-59.0pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $757 | $3,490-78.3% | $2,837-73.3% | $4,741-84.0% |
| Participant deferral / active EE | $2,451 | $5,339-54.1% | $4,656-47.4% | $6,401-61.7% |
| Admin fee / account holder | $5 | $10,925-100.0% | $7,493-99.9% | $11,429-100.0% |