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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 | $29,895 | $95,975-68.9% | $74,549-59.9% | $135,379-77.9% |
| Participation rate | 44.4% | 75.7%-31.2pp | 69.1%-24.7pp | 82.6%-38.2pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $915 | $2,716-66.3% | $1,961-53.3% | $4,779-80.8% |
| Participant deferral / active EE | $2,393 | $3,844-37.7% | $3,108-23.0% | $5,609-57.3% |
| Admin fee / account holder | $62 | $6,522-99.0% | $5,059-98.8% | $10,828-99.4% |