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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 | $38,795 | $104,577-62.9% | $76,667-49.4% | $152,909-74.6% |
| Participation rate | 68.2% | 76.6%-8.4pp | 72.1%-3.9pp | 82.5%-14.3pp |
| Annual return | 0.00% | 1014.36%-1014.4pp | 1166.74%-1166.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $470 | $3,119-84.9% | $2,303-79.6% | $4,764-90.1% |
| Participant deferral / active EE | $1,129 | $4,237-73.4% | $3,336-66.1% | $5,851-80.7% |
| Admin fee / account holder | $88 | $12,290-99.3% | $6,423-98.6% | $11,601-99.2% |