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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 | $7,573 | $34,316-77.9% | $74,722-89.9% | $72,975-89.6% |
| Participation rate | 34.5% | 42.4%-7.9pp | 54.5%-20.0pp | 69.5%-35.0pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $671 | $692-3.0% | $1,084-38.1% | $2,440-72.5% |
| Participant deferral / active EE | $1,641 | $1,272+29.1% | $1,963-16.4% | $3,608-54.5% |
| Admin fee / account holder | $89 | $2,125-95.8% | $3,335-97.3% | $5,124-98.3% |