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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 | $19,956 | $37,446-46.7% | $77,513-74.3% | $79,852-75.0% |
| Participation rate | 26.7% | 41.5%-14.9pp | 54.2%-27.5pp | 69.6%-43.0pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $350 | $637-45.0% | $987-64.5% | $2,471-85.8% |
| Participant deferral / active EE | $1,141 | $1,261-9.5% | $1,861-38.7% | $3,740-69.5% |
| Admin fee / account holder | $5 | $2,506-99.8% | $2,859-99.8% | $5,306-99.9% |