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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 | $43,277 | $91,198-52.5% | $178,503-75.8% | $79,856-45.8% |
| Participation rate | 34.2% | 69.2%-35.0pp | 81.9%-47.7pp | 69.6%-35.4pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $712 | $3,257-78.1% | $5,011-85.8% | $2,471-71.2% |
| Participant deferral / active EE | $1,910 | $3,237-41.0% | $5,202-63.3% | $3,741-48.9% |
| Admin fee / account holder | $40 | $6,748-99.4% | $13,987-99.7% | $5,306-99.2% |