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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 | $52,911 | $158,852-66.7% | $121,220-56.4% | $135,380-60.9% |
| Participation rate | 27.3% | 79.3%-52.0pp | 71.8%-44.5pp | 82.6%-55.4pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $62 | $5,666-98.9% | $4,023-98.5% | $4,779-98.7% |
| Participant deferral / active EE | $62 | $4,006-98.5% | $3,345-98.2% | $5,609-98.9% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |