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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 | $23,937 | $108,285-77.9% | $77,552-69.1% | $158,982-84.9% |
| Participation rate | 7.1% | 64.4%-57.3pp | 54.2%-47.0pp | 82.0%-74.8pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $139 | $1,325-89.5% | $987-86.0% | $4,763-97.1% |
| Participant deferral / active EE | $1,334 | $2,455-45.7% | $1,861-28.3% | $5,983-77.7% |
| Admin fee / account holder | $6 | $3,709-99.8% | $2,859-99.8% | $11,252-99.9% |