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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 | $23,901 | $99,011-75.9% | $86,582-72.4% | $147,586-83.8% |
| Participation rate | 68.2% | 76.3%-8.2pp | 73.5%-5.4pp | 82.8%-14.6pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $284 | $3,132-90.9% | $2,839-90.0% | $4,876-94.2% |
| Participant deferral / active EE | $549 | $3,972-86.2% | $3,609-84.8% | $5,439-89.9% |
| Admin fee / account holder | $148 | $5,709-97.4% | $4,904-97.0% | $10,886-98.6% |