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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 | $26,796 | $232,540-88.5% | $185,117-85.5% | $147,586-81.8% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,942 | $5,834-66.7% | $5,045-61.5% | $5,439-64.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |