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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 | $12,017 | $34,316-65.0% | $74,723-83.9% | $72,976-83.5% |
| Participation rate | 27.8% | 42.4%-14.6pp | 54.5%-26.7pp | 69.5%-41.7pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.18%-753.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $899 | $692+29.9% | $1,084-17.1% | $2,440-63.2% |
| Participant deferral / active EE | $1,773 | $1,272+39.4% | $1,962-9.6% | $3,608-50.9% |
| Admin fee / account holder | $81 | $2,125-96.2% | $3,335-97.6% | $5,124-98.4% |