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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 | $25,220 | $118,877-78.8% | $96,570-73.9% | $167,536-84.9% |
| Participation rate | 12.5% | 75.5%-63.0pp | 69.8%-57.3pp | 82.1%-69.6pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $715 | $3,121-77.1% | $2,357-69.7% | $4,839-85.2% |
| Participant deferral / active EE | $2,438 | $4,617-47.2% | $3,849-36.7% | $6,342-61.6% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |