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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 | $57,850 | $77,638-25.5% | $156,551-63.0% | $62,881-8.0% |
| Participation rate | 26.5% | 71.2%-44.7pp | 84.0%-57.5pp | 69.3%-42.8pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $931 | $3,046-69.4% | $4,871-80.9% | $3,203-70.9% |
| Admin fee / account holder | $22 | $5,561-99.6% | $13,028-99.8% | $4,296-99.5% |