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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 | $21,936 | $30,732-28.6% | $59,496-63.1% | $59,633-63.2% |
| Participation rate | 6.7% | 43.2%-36.5pp | 54.6%-47.9pp | 68.7%-62.0pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $166 | $631-73.6% | $1,153-85.6% | $2,203-92.4% |
| Participant deferral / active EE | $1,300 | $1,183+9.9% | $1,829-28.9% | $3,192-59.3% |
| Admin fee / account holder | $62 | $2,136-97.1% | $2,232-97.2% | $4,297-98.6% |