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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 | $28,624-58.7% | $53,647-78.0% | $82,637-85.7% |
| Participation rate | 37.0% | 47.3%-10.2pp | 56.3%-19.2pp | 68.1%-31.0pp |
| Annual return | 0.00% | 664.98%-665.0pp | 358.33%-358.3pp | 53.51%-53.5pp |
| Employer contribution / active EE | $913 | $637+43.4% | $962-5.1% | $2,552-64.2% |
| Participant deferral / active EE | $3,067 | $1,196+156.4% | $1,813+69.1% | $4,126-25.7% |
| Admin fee / account holder | $145 | $2,022-92.8% | $2,460-94.1% | $7,339-98.0% |