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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 | $9,397 | $34,316-72.6% | $74,723-87.4% | $72,976-87.1% |
| Participation rate | 26.5% | 42.4%-15.9pp | 54.5%-27.9pp | 69.5%-43.0pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.18%-753.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $344 | $692-50.3% | $1,084-68.3% | $2,440-85.9% |
| Participant deferral / active EE | $765 | $1,272-39.9% | $1,962-61.0% | $3,608-78.8% |
| Admin fee / account holder | $23 | $2,125-98.9% | $3,335-99.3% | $5,124-99.5% |