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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 | $13,329 | $108,285-87.7% | $77,552-82.8% | $158,982-91.6% |
| Participation rate | 25.0% | 64.4%-39.4pp | 54.2%-29.2pp | 82.0%-57.0pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $269 | $1,325-79.7% | $987-72.8% | $4,763-94.4% |
| Participant deferral / active EE | $2,588 | $2,455+5.4% | $1,861+39.0% | $5,983-56.8% |
| Admin fee / account holder | $35 | $3,709-99.1% | $2,859-98.8% | $11,252-99.7% |