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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 | $8,223 | $70,366-88.3% | $66,674-87.7% | $138,895-94.1% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.7%-53.7pp | 79.9%-59.9pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $587 | $2,765-78.8% | $2,620-77.6% | $4,194-86.0% |
| Participant deferral / active EE | $880 | $4,374-79.9% | $4,084-78.5% | $6,396-86.2% |
| Admin fee / account holder | $38 | $5,262-99.3% | $5,098-99.3% | $12,562-99.7% |