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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 | $7,456 | $117,777-93.7% | $71,778-89.6% | $134,545-94.5% |
| Participation rate | 50.0% | 68.9%-18.9pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | 0.00% | 25.46%-25.5pp | 9.15%-9.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $795 | $2,525-68.5% | $1,704-53.3% | $4,742-83.2% |
| Participant deferral / active EE | $3,496 | $3,756-6.9% | $2,656+31.6% | $6,401-45.4% |
| Admin fee / account holder | $4 | $6,379-99.9% | $3,974-99.9% | $11,431-100.0% |