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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 | $29,980 | $77,901-61.5% | $149,717-80.0% | $75,181-60.1% |
| Participation rate | 22.0% | 65.6%-43.6pp | 78.8%-56.8pp | 67.2%-45.2pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.41%-134.4pp | 160.69%-160.7pp |
| Employer contribution / active EE | $491 | $3,137-84.3% | $4,820-89.8% | $2,671-81.6% |
| Participant deferral / active EE | $1,010 | $3,411-70.4% | $5,682-82.2% | $4,126-75.5% |
| Admin fee / account holder | $59 | $5,949-99.0% | $13,213-99.6% | $5,650-99.0% |