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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 | $10,157 | $49,896-79.6% | $80,627-87.4% | $75,173-86.5% |
| Participation rate | 22.2% | 55.3%-33.1pp | 67.0%-44.8pp | 67.2%-45.0pp |
| Annual return | 0.00% | 34.67%-34.7pp | 936.76%-936.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $627 | $1,699-63.1% | $2,723-77.0% | $2,671-76.5% |
| Participant deferral / active EE | $1,394 | $2,992-53.4% | $4,443-68.6% | $4,126-66.2% |
| Admin fee / account holder | $270 | $3,578-92.4% | $5,381-95.0% | $5,651-95.2% |