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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 | $42,979 | $83,337-48.4% | $67,834-36.6% | $273,972-84.3% |
| Participation rate | 33.3% | 76.4%-43.1pp | 68.8%-35.5pp | 83.0%-49.7pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $10,659 | $3,287+224.3% | $2,403+343.5% | $4,869+118.9% |
| Participant deferral / active EE | $3,667 | $4,088-10.3% | $3,160+16.0% | $5,287-30.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |