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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 | $17,339 | $95,915-81.9% | $79,580-78.2% | $134,532-87.1% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,240 | $3,129-60.4% | $2,413-48.6% | $4,741-73.9% |
| Participant deferral / active EE | $9,281 | $4,693+97.8% | $3,985+132.9% | $6,401+45.0% |
| Admin fee / account holder | $10 | $9,132-99.9% | $6,835-99.9% | $11,429-99.9% |