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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 | $10,429 | $37,446-72.2% | $77,552-86.6% | $79,856-86.9% |
| Participation rate | 25.9% | 41.5%-15.6pp | 54.2%-28.3pp | 69.6%-43.7pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $325 | $637-49.0% | $987-67.1% | $2,471-86.9% |
| Participant deferral / active EE | $846 | $1,261-32.9% | $1,861-54.5% | $3,741-77.4% |
| Admin fee / account holder | $280 | $2,506-88.8% | $2,859-90.2% | $5,306-94.7% |