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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 | $7,863 | $30,732-74.4% | $59,496-86.8% | $59,633-86.8% |
| Participation rate | 14.3% | 43.2%-28.9pp | 54.6%-40.3pp | 68.7%-54.4pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $156 | $631-75.3% | $1,153-86.5% | $2,203-92.9% |
| Participant deferral / active EE | $967 | $1,183-18.3% | $1,829-47.1% | $3,192-69.7% |
| Admin fee / account holder | $1 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |