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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 | $10,878 | $34,316-68.3% | $74,722-85.4% | $72,975-85.1% |
| Participation rate | 27.9% | 42.4%-14.5pp | 54.5%-26.6pp | 69.5%-41.6pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $381 | $692-45.0% | $1,084-64.9% | $2,440-84.4% |
| Participant deferral / active EE | $1,117 | $1,272-12.2% | $1,963-43.1% | $3,608-69.0% |
| Admin fee / account holder | $102 | $2,125-95.2% | $3,335-96.9% | $5,124-98.0% |