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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 | $11,819 | $29,319-59.7% | $52,425-77.5% | $82,448-85.7% |
| Participation rate | 37.0% | 46.9%-9.8pp | 55.6%-18.6pp | 68.1%-31.0pp |
| Annual return | 0.00% | 535.20%-535.2pp | 302.12%-302.1pp | 41.64%-41.6pp |
| Employer contribution / active EE | $913 | $586+55.6% | $914-0.2% | $2,551-64.2% |
| Participant deferral / active EE | $3,067 | $1,171+161.8% | $1,790+71.3% | $4,139-25.9% |
| Admin fee / account holder | $145 | $1,962-92.6% | $2,495-94.2% | $7,234-98.0% |