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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 | $22,539 | $157,304-85.7% | $141,197-84.0% | $152,909-85.3% |
| Participation rate | 31.6% | 84.8%-53.2pp | 82.5%-50.9pp | 82.5%-50.9pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,189 | $5,263-77.4% | $4,736-74.9% | $4,764-75.0% |
| Participant deferral / active EE | $2,926 | $7,111-58.8% | $6,710-56.4% | $5,851-50.0% |
| Admin fee / account holder | $116 | $12,126-99.0% | $10,265-98.9% | $11,601-99.0% |