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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 | $26,335 | $82,314-68.0% | $68,808-61.7% | $134,532-80.4% |
| Participation rate | 12.5% | 75.1%-62.6pp | 69.0%-56.5pp | 81.2%-68.7pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $729 | $3,301-77.9% | $2,656-72.6% | $4,741-84.6% |
| Participant deferral / active EE | $2,563 | $4,740-45.9% | $3,942-35.0% | $6,401-60.0% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |