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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 | $37,143 | $85,171-56.4% | $172,752-78.5% | $72,975-49.1% |
| Participation rate | 52.7% | 70.1%-17.4pp | 82.6%-29.9pp | 69.5%-16.8pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.97%-803.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,208 | $3,324-63.7% | $5,144-76.5% | $2,440-50.5% |
| Participant deferral / active EE | $2,679 | $3,260-17.8% | $5,198-48.5% | $3,608-25.7% |
| Admin fee / account holder | $252 | $5,880-95.7% | $13,955-98.2% | $5,124-95.1% |