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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 | $6,121 | $34,316-82.2% | $74,722-91.8% | $72,975-91.6% |
| Participation rate | 24.1% | 42.4%-18.3pp | 54.5%-30.3pp | 69.5%-45.4pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $293 | $692-57.6% | $1,084-72.9% | $2,440-88.0% |
| Participant deferral / active EE | $1,132 | $1,272-11.0% | $1,963-42.3% | $3,608-68.6% |
| Admin fee / account holder | $2 | $2,125-99.9% | $3,335-99.9% | $5,124-100.0% |