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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 | $14,854 | $45,152-67.1% | $73,836-79.9% | $59,633-75.1% |
| Participation rate | 64.3% | 64.0%+0.3pp | 73.4%-9.2pp | 68.7%-4.4pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $632 | $1,901-66.8% | $2,787-77.3% | $2,203-71.3% |
| Participant deferral / active EE | $2,250 | $2,573-12.5% | $3,583-37.2% | $3,192-29.5% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |