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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 | $7,309 | $39,028-81.3% | $80,741-90.9% | $85,847-91.5% |
| Participation rate | 18.5% | 41.6%-23.0pp | 54.2%-35.6pp | 69.3%-50.8pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.61%-318.6pp |
| Employer contribution / active EE | $203 | $722-71.9% | $1,160-82.5% | $2,565-92.1% |
| Participant deferral / active EE | $1,404 | $1,326+5.9% | $2,145-34.5% | $3,952-64.5% |
| Admin fee / account holder | $1 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |