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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 | $5,817 | $29,716-80.4% | $56,077-89.6% | $80,925-92.8% |
| Participation rate | 31.0% | 41.7%-10.7pp | 52.5%-21.5pp | 67.7%-36.6pp |
| Annual return | 0.00% | 35.30%-35.3pp | 1709.28%-1709.3pp | 35.65%-35.6pp |
| Employer contribution / active EE | $488 | $671-27.3% | $1,040-53.1% | $2,756-82.3% |
| Participant deferral / active EE | $1,241 | $1,228+1.0% | $1,954-36.5% | $4,299-71.1% |
| Admin fee / account holder | $63 | $2,432-97.4% | $2,825-97.8% | $6,940-99.1% |