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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 | $2,780 | $27,943-90.1% | $58,507-95.2% | $75,177-96.3% |
| Participation rate | 37.9% | 38.8%-0.9pp | 50.9%-12.9pp | 67.2%-29.3pp |
| Annual return | 0.00% | 44.22%-44.2pp | 4252.32%-4252.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $240 | $670-64.1% | $1,053-77.2% | $2,671-91.0% |
| Participant deferral / active EE | $749 | $1,202-37.7% | $1,922-61.0% | $4,126-81.8% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |