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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 | $7,476 | $39,036-80.8% | $80,784-90.7% | $85,851-91.3% |
| Participation rate | 64.3% | 41.6%+22.7pp | 54.2%+10.1pp | 69.3%-5.0pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.31%-87.3pp | 318.63%-318.6pp |
| Employer contribution / active EE | $4,806 | $722+565.3% | $1,160+314.2% | $2,565+87.3% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,145-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |