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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 | $38,369 | $65,703-41.6% | $94,228-59.3% | $59,633-35.7% |
| Participation rate | 54.0% | 72.1%-18.1pp | 78.8%-24.8pp | 68.7%-14.7pp |
| Annual return | 0.42% | 5.22%-4.8pp | 10.68%-10.3pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $509 | $2,021-74.8% | $3,587-85.8% | $2,203-76.9% |
| Participant deferral / active EE | $1,617 | $3,143-48.5% | $4,320-62.6% | $3,192-49.3% |
| Admin fee / account holder | $7 | $4,264-99.8% | $6,269-99.9% | $4,297-99.8% |