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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 | $6,891 | $37,446-81.6% | $77,552-91.1% | $79,856-91.4% |
| Participation rate | 17.2% | 41.5%-24.3pp | 54.2%-37.0pp | 69.6%-52.4pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $362 | $637-43.2% | $987-63.3% | $2,471-85.4% |
| Participant deferral / active EE | $826 | $1,261-34.5% | $1,861-55.6% | $3,741-77.9% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |