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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 | $57,651 | $34,316+68.0% | $74,723-22.8% | $72,976-21.0% |
| Participation rate | 11.4% | 42.4%-31.0pp | 54.5%-43.0pp | 69.5%-58.1pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.18%-753.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $303 | $692-56.2% | $1,084-72.1% | $2,440-87.6% |
| Participant deferral / active EE | $713 | $1,272-43.9% | $1,962-63.7% | $3,608-80.2% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |