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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 | $72,071-88.6% | $68,368-88.0% | $137,256-94.0% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 0.00% | 353.14%-353.1pp | 292.57%-292.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $587 | $2,788-79.0% | $2,649-77.9% | $4,156-85.9% |
| Participant deferral / active EE | $880 | $4,410-80.0% | $4,123-78.7% | $6,407-86.3% |
| Admin fee / account holder | $38 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |