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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 | $25,889 | $113,338-77.2% | $94,993-72.7% | $147,585-82.5% |
| Participation rate | 40.0% | 78.0%-38.0pp | 73.9%-33.9pp | 82.8%-42.8pp |
| Annual return | 0.00% | 20.80%-20.8pp | 27.14%-27.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $722 | $3,160-77.2% | $2,603-72.3% | $4,876-85.2% |
| Participant deferral / active EE | $9,565 | $3,777+153.2% | $3,317+188.4% | $5,439+75.9% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |