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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 | $33,995 | $99,652-65.9% | $78,778-56.8% | $147,586-77.0% |
| Participation rate | 56.3% | 76.2%-20.0pp | 69.2%-12.9pp | 82.8%-26.6pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $628 | $2,796-77.5% | $1,986-68.4% | $4,876-87.1% |
| Participant deferral / active EE | $923 | $3,664-74.8% | $2,958-68.8% | $5,439-83.0% |
| Admin fee / account holder | $144 | $7,155-98.0% | $5,134-97.2% | $10,886-98.7% |