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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 | $7,224 | $34,316-78.9% | $74,722-90.3% | $72,975-90.1% |
| Participation rate | 24.2% | 42.4%-18.2pp | 54.5%-30.2pp | 69.5%-45.2pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $348 | $692-49.7% | $1,084-67.9% | $2,440-85.7% |
| Participant deferral / active EE | $1,291 | $1,272+1.5% | $1,963-34.2% | $3,608-64.2% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |