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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 | $29,266 | $95,915-69.5% | $79,580-63.2% | $134,532-78.2% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $12,669 | $3,129+304.9% | $2,413+424.9% | $4,741+167.2% |
| Participant deferral / active EE | $8,269 | $4,693+76.2% | $3,985+107.5% | $6,401+29.2% |
| Admin fee / account holder | $102 | $9,132-98.9% | $6,835-98.5% | $11,429-99.1% |