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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 | $12,929 | $108,285-88.1% | $77,552-83.3% | $158,982-91.9% |
| Participation rate | 20.8% | 64.4%-43.6pp | 54.2%-33.4pp | 82.0%-61.1pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $294 | $1,325-77.8% | $987-70.2% | $4,763-93.8% |
| Participant deferral / active EE | $2,281 | $2,455-7.1% | $1,861+22.6% | $5,983-61.9% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |