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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 | $24,898 | $106,905-76.7% | $84,020-70.4% | $152,885-83.7% |
| Participation rate | 55.6% | 75.2%-19.7pp | 69.0%-13.5pp | 82.5%-26.9pp |
| Annual return | 0.00% | 105.00%-105.0pp | 71.31%-71.3pp | 345.39%-345.4pp |
| Employer contribution / active EE | $407 | $2,735-85.1% | $1,984-79.5% | $4,763-91.5% |
| Participant deferral / active EE | $1,219 | $4,012-69.6% | $3,239-62.4% | $5,851-79.2% |
| Admin fee / account holder | $144 | $8,287-98.3% | $6,101-97.6% | $11,598-98.8% |