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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 | $8,441 | $108,285-92.2% | $77,552-89.1% | $158,982-94.7% |
| Participation rate | 37.5% | 64.4%-26.9pp | 54.2%-16.7pp | 82.0%-44.5pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $599 | $1,325-54.8% | $987-39.3% | $4,763-87.4% |
| Participant deferral / active EE | $2,173 | $2,455-11.5% | $1,861+16.8% | $5,983-63.7% |
| Admin fee / account holder | $4 | $3,709-99.9% | $2,859-99.9% | $11,252-100.0% |