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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 | $15,720 | $49,897-68.5% | $80,648-80.5% | $75,177-79.1% |
| Participation rate | 19.7% | 55.3%-35.6pp | 67.0%-47.3pp | 67.2%-47.5pp |
| Annual return | 0.00% | 34.68%-34.7pp | 937.21%-937.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $461 | $1,699-72.9% | $2,724-83.1% | $2,671-82.7% |
| Participant deferral / active EE | $1,511 | $2,992-49.5% | $4,443-66.0% | $4,126-63.4% |
| Admin fee / account holder | $43 | $3,579-98.8% | $5,382-99.2% | $5,651-99.2% |