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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 | $8,154 | $37,446-78.2% | $77,552-89.5% | $79,856-89.8% |
| Participation rate | 13.9% | 41.5%-27.6pp | 54.2%-40.3pp | 69.6%-55.8pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $238 | $637-62.6% | $987-75.9% | $2,471-90.4% |
| Participant deferral / active EE | $937 | $1,261-25.7% | $1,861-49.7% | $3,741-75.0% |
| Admin fee / account holder | $4 | $2,506-99.8% | $2,859-99.9% | $5,306-99.9% |