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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 | $43,697 | $58,391-25.2% | $76,667-43.0% | $72,976-40.1% |
| Participation rate | 51.1% | 67.4%-16.3pp | 72.1%-21.0pp | 69.5%-18.4pp |
| Annual return | 0.00% | 2306.65%-2306.6pp | 1166.74%-1166.7pp | 81.02%-81.0pp |
| Employer contribution / active EE | $783 | $1,787-56.2% | $2,303-66.0% | $2,440-67.9% |
| Participant deferral / active EE | $1,521 | $2,690-43.5% | $3,336-54.4% | $3,608-57.8% |
| Admin fee / account holder | $201 | $4,014-95.0% | $6,423-96.9% | $5,124-96.1% |