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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 | $7,563 | $67,340-88.8% | $60,888-87.6% | $134,493-94.4% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.1%-39.8pp | 81.2%-47.9pp |
| Annual return | 0.00% | 49.97%-50.0pp | 16.91%-16.9pp | 418.01%-418.0pp |
| Employer contribution / active EE | $415 | $3,096-86.6% | $2,702-84.7% | $4,740-91.3% |
| Participant deferral / active EE | $2,133 | $4,538-53.0% | $3,817-44.1% | $6,400-66.7% |
| Admin fee / account holder | $68 | $4,583-98.5% | $3,225-97.9% | $11,425-99.4% |