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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 | $11,277 | $90,320-87.5% | $59,496-81.0% | $125,389-91.0% |
| Participation rate | 40.0% | 68.3%-28.3pp | 54.6%-14.6pp | 83.2%-43.2pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $368 | $1,792-79.5% | $1,153-68.1% | $4,866-92.4% |
| Participant deferral / active EE | $3,666 | $2,716+35.0% | $1,829+100.4% | $5,352-31.5% |
| Admin fee / account holder | $14 | $3,063-99.5% | $2,232-99.4% | $9,541-99.9% |