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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 | $16,021 | $107,353-85.1% | $92,903-82.8% | $152,885-89.5% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 0.00% | 145.62%-145.6pp | 109.43%-109.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $911 | $4,222-78.4% | $3,653-75.1% | $4,763-80.9% |
| Participant deferral / active EE | $4,320 | $4,848-10.9% | $4,238+1.9% | $5,851-26.2% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |