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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 | $26,970 | $77,638-65.3% | $156,551-82.8% | $62,881-57.1% |
| Participation rate | 43.8% | 71.2%-27.4pp | 84.0%-40.3pp | 69.3%-25.6pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $789 | $3,444-77.1% | $5,501-85.7% | $2,281-65.4% |
| Participant deferral / active EE | $1,225 | $3,046-59.8% | $4,871-74.8% | $3,203-61.7% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |