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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 | $7,263 | $96,643-92.5% | $86,617-91.6% | $139,456-94.8% |
| Participation rate | 27.3% | 74.4%-47.1pp | 71.7%-44.4pp | 80.3%-53.1pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $927 | $3,264-71.6% | $3,023-69.3% | $4,753-80.5% |
| Participant deferral / active EE | $927 | $4,835-80.8% | $4,437-79.1% | $6,711-86.2% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |