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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 | $18,716 | $108,285-82.7% | $77,552-75.9% | $158,982-88.2% |
| Participation rate | 23.8% | 64.4%-40.6pp | 54.2%-30.4pp | 82.0%-58.2pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $174 | $1,325-86.8% | $987-82.3% | $4,763-96.3% |
| Participant deferral / active EE | $207 | $2,455-91.6% | $1,861-88.9% | $5,983-96.5% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |