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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 | $28,076 | $99,652-71.8% | $78,778-64.4% | $147,586-81.0% |
| Participation rate | 11.1% | 76.2%-65.1pp | 69.2%-58.1pp | 82.8%-71.7pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $348 | $2,796-87.5% | $1,986-82.5% | $4,876-92.9% |
| Participant deferral / active EE | $2,667 | $3,664-27.2% | $2,958-9.9% | $5,439-51.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |