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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 | $2,331 | $84,628-97.2% | $61,501-96.2% | $134,545-98.3% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $332 | $1,545-78.5% | $1,160-71.3% | $4,742-93.0% |
| Participant deferral / active EE | $1,662 | $2,819-41.0% | $2,125-21.8% | $6,401-74.0% |
| Admin fee / account holder | $5 | $2,587-99.8% | $2,132-99.8% | $11,431-100.0% |