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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 | $28,614 | $90,486-68.4% | $78,676-63.6% | $273,972-89.6% |
| Participation rate | 16.7% | 76.5%-59.9pp | 73.6%-56.9pp | 83.0%-66.3pp |
| Annual return | 2.33% | 75.62%-73.3pp | 62.19%-59.9pp | 41.46%-39.1pp |
| Employer contribution / active EE | $143 | $3,175-95.5% | $2,850-95.0% | $4,869-97.1% |
| Participant deferral / active EE | $750 | $3,901-80.8% | $3,517-78.7% | $5,287-85.8% |
| Admin fee / account holder | $29 | $5,263-99.4% | $4,510-99.3% | $10,133-99.7% |