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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 | $58,623 | $99,652-41.2% | $78,778-25.6% | $147,586-60.3% |
| Participation rate | 54.5% | 76.2%-21.7pp | 69.2%-14.6pp | 82.8%-28.3pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $564 | $2,796-79.8% | $1,986-71.6% | $4,876-88.4% |
| Participant deferral / active EE | $3,390 | $3,664-7.5% | $2,958+14.6% | $5,439-37.7% |
| Admin fee / account holder | $42 | $7,155-99.4% | $5,134-99.2% | $10,886-99.6% |