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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 | $43,989 | $95,915-54.1% | $79,580-44.7% | $134,532-67.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $11,483 | $3,129+267.0% | $2,413+375.8% | $4,741+142.2% |
| Participant deferral / active EE | $10,250 | $4,693+118.4% | $3,985+157.2% | $6,401+60.1% |
| Admin fee / account holder | $5 | $9,132-99.9% | $6,835-99.9% | $11,429-100.0% |