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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 | $17,276 | $58,927-70.7% | $76,823-77.5% | $72,983-76.3% |
| Participation rate | 48.5% | 67.3%-18.9pp | 72.1%-23.6pp | 69.5%-21.0pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.42%-1166.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $564 | $1,787-68.5% | $2,302-75.5% | $2,440-76.9% |
| Participant deferral / active EE | $1,251 | $2,690-53.5% | $3,336-62.5% | $3,608-65.3% |
| Admin fee / account holder | $86 | $4,013-97.9% | $6,422-98.7% | $5,124-98.3% |