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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 | $7,170 | $34,316-79.1% | $74,723-90.4% | $72,976-90.2% |
| Participation rate | 9.6% | 42.4%-32.8pp | 54.5%-44.8pp | 69.5%-59.9pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.18%-753.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $282 | $692-59.2% | $1,084-74.0% | $2,440-88.4% |
| Participant deferral / active EE | $532 | $1,272-58.2% | $1,962-72.9% | $3,608-85.3% |
| Admin fee / account holder | $21 | $2,125-99.0% | $3,335-99.4% | $5,124-99.6% |