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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 | $7,439 | $84,464-91.2% | $61,399-87.9% | $134,509-94.5% |
| Participation rate | 58.3% | 62.2%-3.9pp | 52.6%+5.8pp | 81.2%-22.9pp |
| Annual return | 0.00% | 585.06%-585.1pp | 338.81%-338.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $963 | $1,545-37.7% | $1,159-17.0% | $4,741-79.7% |
| Participant deferral / active EE | $3,399 | $2,818+20.6% | $2,124+60.0% | $6,400-46.9% |
| Admin fee / account holder | $33 | $2,587-98.7% | $2,131-98.5% | $11,427-99.7% |