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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 | $23,464 | $54,757-57.1% | $90,304-74.0% | $72,975-67.8% |
| Participation rate | 12.0% | 65.2%-53.2pp | 73.3%-61.3pp | 69.5%-57.5pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.13%-78.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $612 | $2,093-70.8% | $2,855-78.6% | $2,440-74.9% |
| Participant deferral / active EE | $2,142 | $2,887-25.8% | $3,885-44.9% | $3,608-40.6% |
| Admin fee / account holder | $8 | $3,973-99.8% | $5,354-99.8% | $5,124-99.8% |