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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 | $29,295 | $95,895-69.5% | $79,576-63.2% | $134,509-78.2% |
| Participation rate | 36.8% | 75.0%-38.2pp | 69.5%-32.6pp | 81.2%-44.4pp |
| Annual return | 0.00% | -2.72%+2.7pp | 0.15%-0.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $899 | $3,128-71.3% | $2,413-62.7% | $4,741-81.0% |
| Participant deferral / active EE | $1,882 | $4,693-59.9% | $3,985-52.8% | $6,400-70.6% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |