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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 | $19,490 | $100,901-80.7% | $75,501-74.2% | $147,586-86.8% |
| Participation rate | 15.4% | 77.1%-61.8pp | 72.4%-57.0pp | 82.8%-67.4pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.35%-27.4pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,769 | $4,027-31.2% | $3,142-11.9% | $5,439-49.1% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |