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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 | $8,985 | $108,285-91.7% | $77,552-88.4% | $158,982-94.3% |
| Participation rate | 47.4% | 64.4%-17.1pp | 54.2%-6.8pp | 82.0%-34.6pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $83 | $1,325-93.8% | $987-91.6% | $4,763-98.3% |
| Participant deferral / active EE | $219 | $2,455-91.1% | $1,861-88.2% | $5,983-96.3% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |