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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 | $9,582 | $136,179-93.0% | $98,755-90.3% | $167,518-94.3% |
| Participation rate | 11.1% | 70.2%-59.1pp | 65.7%-54.6pp | 82.1%-71.0pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.91%-49.9pp | 478.71%-478.7pp |
| Employer contribution / active EE | $350 | $2,631-86.7% | $2,067-83.0% | $4,838-92.8% |
| Participant deferral / active EE | $663 | $3,716-82.1% | $3,035-78.1% | $6,342-89.5% |
| Admin fee / account holder | $13 | $5,031-99.7% | $4,076-99.7% | $12,312-99.9% |