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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 | $27,192 | $176,105-84.6% | $159,474-82.9% | $167,536-83.8% |
| Participation rate | 58.8% | 85.0%-26.1pp | 82.8%-24.0pp | 82.1%-23.3pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,578 | $5,299-70.2% | $4,831-67.3% | $4,839-67.4% |
| Participant deferral / active EE | $6,660 | $7,751-14.1% | $7,353-9.4% | $6,342+5.0% |
| Admin fee / account holder | $293 | $12,559-97.7% | $10,802-97.3% | $12,315-97.6% |