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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 | $16,536 | $57,352-71.2% | $83,831-80.3% | $64,173-74.2% |
| Participation rate | 38.2% | 68.6%-30.4pp | 76.1%-38.0pp | 69.6%-31.4pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $902 | $2,546-64.6% | $3,631-75.2% | $2,381-62.1% |
| Participant deferral / active EE | $1,576 | $2,993-47.3% | $4,082-61.4% | $3,470-54.6% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |