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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 | $29,551 | $84,684-65.1% | $73,835-60.0% | $125,388-76.4% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | 0.28% | 3123.93%-3123.7pp | 2268.13%-2267.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $279 | $3,123-91.1% | $2,788-90.0% | $4,866-94.3% |
| Participant deferral / active EE | $725 | $3,993-81.8% | $3,583-79.8% | $5,352-86.4% |
| Admin fee / account holder | $5 | $5,691-99.9% | $4,880-99.9% | $9,541-99.9% |