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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 | $22,144 | $93,346-76.3% | $71,796-69.2% | $273,972-91.9% |
| Participation rate | 22.2% | 76.5%-54.3pp | 69.1%-46.9pp | 83.0%-60.8pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $737 | $2,733-73.0% | $1,924-61.7% | $4,869-84.9% |
| Participant deferral / active EE | $1,524 | $3,475-56.1% | $2,794-45.5% | $5,287-71.2% |
| Admin fee / account holder | $111 | $6,571-98.3% | $4,815-97.7% | $10,133-98.9% |