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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 | $13,417 | $107,030-87.5% | $73,550-81.8% | $147,586-90.9% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $553 | $1,760-68.6% | $1,219-54.6% | $4,876-88.7% |
| Participant deferral / active EE | $5,814 | $2,458+136.5% | $1,804+222.3% | $5,439+6.9% |
| Admin fee / account holder | $58 | $3,055-98.1% | $2,320-97.5% | $10,886-99.5% |