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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 | $9,888 | $30,732-67.8% | $59,496-83.4% | $59,633-83.4% |
| Participation rate | 22.5% | 43.2%-20.7pp | 54.6%-32.1pp | 68.7%-46.2pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $440 | $631-30.2% | $1,153-61.8% | $2,203-80.0% |
| Participant deferral / active EE | $935 | $1,183-21.0% | $1,829-48.9% | $3,192-70.7% |
| Admin fee / account holder | $6 | $2,136-99.7% | $2,232-99.8% | $4,297-99.9% |