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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 | $11,399 | $30,732-62.9% | $59,496-80.8% | $59,633-80.9% |
| Participation rate | 10.8% | 43.2%-32.4pp | 54.6%-43.7pp | 68.7%-57.9pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $235 | $631-62.8% | $1,153-79.7% | $2,203-89.4% |
| Participant deferral / active EE | $998 | $1,183-15.7% | $1,829-45.5% | $3,192-68.7% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |