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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 | $18,247 | $77,449-76.4% | $69,483-73.7% | $152,909-88.1% |
| Participation rate | 68.2% | 78.1%-9.9pp | 74.6%-6.4pp | 82.5%-14.3pp |
| Annual return | 0.00% | 39.09%-39.1pp | 28.99%-29.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,168 | $4,415+153.0% | $3,537+215.8% | $5,851+90.9% |
| Admin fee / account holder | $148 | $6,210-97.6% | $3,841-96.1% | $11,601-98.7% |