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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 | $25,136 | $83,337-69.8% | $67,834-62.9% | $273,972-90.8% |
| Participation rate | 40.0% | 76.4%-36.4pp | 68.8%-28.8pp | 83.0%-43.0pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,059 | $3,287-67.8% | $2,403-56.0% | $4,869-78.3% |
| Participant deferral / active EE | $2,167 | $4,088-47.0% | $3,160-31.4% | $5,287-59.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |