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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 | $22,171 | $108,226-79.5% | $77,513-71.4% | $158,950-86.1% |
| Participation rate | 28.6% | 64.4%-35.8pp | 54.2%-25.6pp | 82.0%-53.4pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.91%-302.9pp |
| Employer contribution / active EE | $600 | $1,325-54.7% | $987-39.2% | $4,762-87.4% |
| Participant deferral / active EE | $5,014 | $2,456+104.2% | $1,861+169.4% | $5,983-16.2% |
| Admin fee / account holder | $158 | $3,710-95.8% | $2,859-94.5% | $11,248-98.6% |