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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 | $20,222 | $77,638-74.0% | $156,551-87.1% | $62,881-67.8% |
| Participation rate | 29.2% | 71.2%-42.0pp | 84.0%-54.8pp | 69.3%-40.1pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,161 | $3,444-66.3% | $5,501-78.9% | $2,281-49.1% |
| Participant deferral / active EE | $1,411 | $3,046-53.7% | $4,871-71.0% | $3,203-56.0% |
| Admin fee / account holder | $186 | $5,561-96.6% | $13,028-98.6% | $4,296-95.7% |