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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 | $27,042 | $108,695-75.1% | $74,722-63.8% | $152,897-82.3% |
| Participation rate | 20.0% | 65.4%-45.4pp | 54.5%-34.5pp | 82.5%-62.5pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,608 | $1,504+6.9% | $1,084+48.3% | $4,764-66.2% |
| Participant deferral / active EE | $3,800 | $2,712+40.1% | $1,963+93.6% | $5,851-35.1% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |