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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 | $22,581 | $84,708-73.3% | $75,714-70.2% | $167,536-86.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 0.00% | 199.62%-199.6pp | 104.62%-104.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,841 | $3,231-12.1% | $2,744+3.6% | $4,839-41.3% |
| Participant deferral / active EE | $2,371 | $4,577-48.2% | $3,820-37.9% | $6,342-62.6% |
| Admin fee / account holder | $98 | $5,358-98.2% | $3,619-97.3% | $12,315-99.2% |