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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 | $22,186 | $90,486-75.5% | $78,676-71.8% | $273,972-91.9% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,294 | $3,901-41.2% | $3,517-34.8% | $5,287-56.6% |
| Admin fee / account holder | $93 | $5,263-98.2% | $4,510-97.9% | $10,133-99.1% |