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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 | $21,121 | $93,124-77.3% | $77,100-72.6% | $134,545-84.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,851 | $3,421-45.9% | $2,815-34.2% | $4,742-61.0% |
| Participant deferral / active EE | $10,960 | $5,242+109.1% | $4,430+147.4% | $6,401+71.2% |
| Admin fee / account holder | $1 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |