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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 | $40,780 | $29,716+37.2% | $56,077-27.3% | $80,925-49.6% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 15.10% | 35.30%-20.2pp | 1709.28%-1694.2pp | 35.65%-20.5pp |
| Employer contribution / active EE | $155 | $671-76.8% | $1,040-85.1% | $2,756-94.4% |
| Participant deferral / active EE | $904 | $1,228-26.4% | $1,954-53.8% | $4,299-79.0% |
| Admin fee / account holder | $91 | $2,432-96.2% | $2,825-96.8% | $6,940-98.7% |