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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 | $30,302 | $100,901-70.0% | $75,501-59.9% | $147,586-79.5% |
| Participation rate | 36.4% | 77.1%-40.8pp | 72.4%-36.0pp | 82.8%-46.5pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.35%-27.4pp | 578.59%-578.6pp |
| Employer contribution / active EE | $908 | $3,253-72.1% | $2,352-61.4% | $4,876-81.4% |
| Participant deferral / active EE | $1,802 | $4,027-55.3% | $3,142-42.7% | $5,439-66.9% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |