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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 | $7,184 | $39,028-81.6% | $80,741-91.1% | $85,856-91.6% |
| Participation rate | 19.2% | 41.6%-22.3pp | 54.2%-34.9pp | 69.3%-50.1pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.58%-318.6pp |
| Employer contribution / active EE | $502 | $722-30.5% | $1,160-56.8% | $2,565-80.4% |
| Participant deferral / active EE | $819 | $1,326-38.2% | $2,145-61.8% | $3,952-79.3% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |