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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 | $11,562 | $104,116-88.9% | $71,089-83.7% | $135,380-91.5% |
| Participation rate | 16.7% | 65.7%-49.0pp | 54.6%-38.0pp | 82.6%-66.0pp |
| Annual return | 0.00% | 1256.51%-1256.5pp | 650.65%-650.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $354 | $1,485-76.1% | $1,088-67.4% | $4,779-92.6% |
| Participant deferral / active EE | $2,193 | $2,524-13.1% | $1,873+17.1% | $5,609-60.9% |
| Admin fee / account holder | $16 | $4,142-99.6% | $3,082-99.5% | $10,828-99.9% |