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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 | $48,667 | $78,707-38.2% | $117,861-58.7% | $70,126-30.6% |
| Participation rate | 51.5% | 73.2%-21.7pp | 79.7%-28.1pp | 69.5%-18.0pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $950 | $2,223-57.3% | $3,786-74.9% | $2,343-59.4% |
| Participant deferral / active EE | $1,819 | $3,297-44.8% | $4,482-59.4% | $3,332-45.4% |
| Admin fee / account holder | $100 | $5,066-98.0% | $8,021-98.8% | $4,645-97.9% |