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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 | $27,700 | $95,975-71.1% | $74,549-62.8% | $135,379-79.5% |
| Participation rate | 54.5% | 75.7%-21.1pp | 69.1%-14.6pp | 82.6%-28.1pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,023 | $2,716-62.3% | $1,961-47.8% | $4,779-78.6% |
| Participant deferral / active EE | $1,773 | $3,844-53.9% | $3,108-43.0% | $5,609-68.4% |
| Admin fee / account holder | $97 | $6,522-98.5% | $5,059-98.1% | $10,828-99.1% |