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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 | $13,191 | $136,214-90.3% | $98,775-86.6% | $167,536-92.1% |
| Participation rate | 20.0% | 70.2%-50.2pp | 65.7%-45.7pp | 82.1%-62.1pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.92%-49.9pp | 478.82%-478.8pp |
| Employer contribution / active EE | $607 | $2,631-76.9% | $2,067-70.6% | $4,839-87.5% |
| Participant deferral / active EE | $2,000 | $3,716-46.2% | $3,035-34.1% | $6,342-68.5% |
| Admin fee / account holder | $9 | $5,031-99.8% | $4,076-99.8% | $12,315-99.9% |