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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 | $57,356 | $108,212-47.0% | $77,513-26.0% | $158,966-63.9% |
| Participation rate | 39.1% | 64.4%-25.3pp | 54.2%-15.1pp | 82.0%-42.8pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.95%-302.9pp |
| Employer contribution / active EE | $370 | $1,325-72.0% | $987-62.5% | $4,762-92.2% |
| Participant deferral / active EE | $1,111 | $2,455-54.7% | $1,861-40.3% | $5,983-81.4% |
| Admin fee / account holder | $2 | $3,709-99.9% | $2,859-99.9% | $11,250-100.0% |