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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 | $22,899 | $45,566-49.7% | $64,105-64.3% | $59,633-61.6% |
| Participation rate | 47.3% | 60.2%-12.9pp | 68.2%-20.9pp | 68.7%-21.4pp |
| Annual return | 1.05% | 4.95%-3.9pp | 791.24%-790.2pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,729 | $2,057-15.9% | $2,822-38.7% | $3,192-45.8% |
| Admin fee / account holder | $76 | $3,268-97.7% | $4,499-98.3% | $4,297-98.2% |