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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 | $24,119 | $74,879,922-100.0% | $40,145,923-99.9% | $273,972-91.2% |
| Participation rate | 16.7% | 74.1%-57.4pp | 68.4%-51.7pp | 83.0%-66.3pp |
| Annual return | 0.00% | 2.55%-2.5pp | 5.24%-5.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $990 | $2,350-57.9% | $1,844-46.3% | $4,869-79.7% |
| Participant deferral / active EE | $3,000 | $2,962+1.3% | $2,591+15.8% | $5,287-43.3% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |