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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 | $7,152 | $29,736-75.9% | $56,033-87.2% | $80,935-91.2% |
| Participation rate | 6.5% | 41.7%-35.2pp | 52.5%-46.0pp | 67.7%-61.2pp |
| Annual return | 0.00% | 35.28%-35.3pp | 1711.38%-1711.4pp | 35.66%-35.7pp |
| Employer contribution / active EE | $152 | $671-77.3% | $1,041-85.4% | $2,757-94.5% |
| Participant deferral / active EE | $294 | $1,228-76.1% | $1,954-85.0% | $4,299-93.2% |
| Admin fee / account holder | $89 | $2,434-96.4% | $2,827-96.9% | $6,924-98.7% |