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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 | $24,983 | $50,082-50.1% | $93,419-73.3% | $79,852-68.7% |
| Participation rate | 11.5% | 60.9%-49.4pp | 66.8%-55.3pp | 69.6%-58.1pp |
| Annual return | 0.00% | 24.59%-24.6pp | 78.05%-78.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $880 | $1,303-32.5% | $2,075-57.6% | $2,471-64.4% |
| Participant deferral / active EE | $2,003 | $2,212-9.5% | $3,126-35.9% | $3,740-46.5% |
| Admin fee / account holder | $0 | $3,454-100.0% | $5,230-100.0% | $5,306-100.0% |