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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 | $16,907 | $84,628-80.0% | $61,501-72.5% | $134,545-87.4% |
| Participation rate | 12.5% | 62.2%-49.7pp | 52.6%-40.1pp | 81.2%-68.7pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $257 | $1,545-83.4% | $1,160-77.9% | $4,742-94.6% |
| Participant deferral / active EE | $1,874 | $2,819-33.5% | $2,125-11.8% | $6,401-70.7% |
| Admin fee / account holder | $40 | $2,587-98.4% | $2,132-98.1% | $11,431-99.6% |