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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 | $10,775 | $37,436-71.2% | $77,513-86.1% | $79,858-86.5% |
| Participation rate | 37.9% | 41.5%-3.6pp | 54.2%-16.3pp | 69.6%-31.7pp |
| Annual return | 0.00% | 39.75%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $766 | $637+20.2% | $987-22.4% | $2,471-69.0% |
| Participant deferral / active EE | $2,614 | $1,261+107.4% | $1,861+40.4% | $3,740-30.1% |
| Admin fee / account holder | $15 | $2,505-99.4% | $2,859-99.5% | $5,306-99.7% |