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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 | $21,275 | $63,768-66.6% | $98,506-78.4% | $79,389-73.2% |
| Participation rate | 38.9% | 69.9%-30.9pp | 73.3%-34.4pp | 70.7%-31.8pp |
| Annual return | 0.00% | 626.18%-626.2pp | 1494.92%-1494.9pp | 116.89%-116.9pp |
| Employer contribution / active EE | $484 | $2,558-81.1% | $2,961-83.6% | $2,428-80.0% |
| Participant deferral / active EE | $1,048 | $3,305-68.3% | $4,277-75.5% | $4,046-74.1% |
| Admin fee / account holder | $175 | $516-66.0% | $5,955-97.1% | $626-72.0% |