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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 | $3,446 | $36,948-90.7% | $73,658-95.3% | $87,485-96.1% |
| Participation rate | 4.0% | 46.8%-42.8pp | 57.0%-53.0pp | 68.9%-64.9pp |
| Annual return | 14.37% | 28.64%-14.3pp | 29.72%-15.3pp | 26.06%-11.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $1,379-100.0% | $2,062-100.0% | $4,274-100.0% |
| Admin fee / account holder | $14 | $2,531-99.4% | $3,357-99.6% | $7,775-99.8% |