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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 | $67,372-88.8% | $60,906-87.6% | $134,532-94.4% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.1%-39.8pp | 81.2%-47.9pp |
| Annual return | 0.00% | 50.05%-50.0pp | 16.94%-16.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $415 | $3,099-86.6% | $2,703-84.7% | $4,741-91.3% |
| Participant deferral / active EE | $2,133 | $4,532-52.9% | $3,814-44.1% | $6,401-66.7% |
| Admin fee / account holder | $68 | $4,588-98.5% | $3,227-97.9% | $11,429-99.4% |