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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 | $13,130 | $49,896-73.7% | $80,627-83.7% | $75,173-82.5% |
| Participation rate | 68.2% | 55.3%+12.9pp | 67.0%+1.2pp | 67.2%+1.0pp |
| Annual return | 0.00% | 34.67%-34.7pp | 936.76%-936.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,723 | $1,699+1.4% | $2,723-36.7% | $2,671-35.5% |
| Participant deferral / active EE | $3,002 | $2,992+0.3% | $4,443-32.4% | $4,126-27.2% |
| Admin fee / account holder | $15 | $3,578-99.6% | $5,381-99.7% | $5,651-99.7% |