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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 | $24,011 | $106,267-77.4% | $96,520-75.1% | $139,456-82.8% |
| Participation rate | 15.0% | 77.8%-62.8pp | 74.3%-59.3pp | 80.3%-65.3pp |
| Annual return | 0.00% | 38.45%-38.5pp | 35.72%-35.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $847 | $4,105-79.4% | $3,739-77.4% | $4,753-82.2% |
| Participant deferral / active EE | $2,755 | $5,454-49.5% | $4,879-43.5% | $6,711-59.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |