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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 | $36,637 | $44,850-18.3% | $60,547-39.5% | $59,633-38.6% |
| Participation rate | 41.8% | 59.5%-17.7pp | 68.0%-26.1pp | 68.7%-26.9pp |
| Annual return | 0.00% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $211 | $1,462-85.5% | $2,419-91.3% | $2,203-90.4% |
| Participant deferral / active EE | $1,181 | $2,230-47.0% | $3,328-64.5% | $3,192-63.0% |
| Admin fee / account holder | $163 | $3,635-95.5% | $4,536-96.4% | $4,297-96.2% |