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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 | $6,406 | $96,419-93.4% | $80,648-92.1% | $139,487-95.4% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 0.00% | 1352.86%-1352.9pp | 937.21%-937.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $462 | $3,261-85.8% | $2,724-83.0% | $4,755-90.3% |
| Participant deferral / active EE | $2,566 | $5,225-50.9% | $4,443-42.3% | $6,713-61.8% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |