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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 | $12,376 | $104,106-88.1% | $71,086-82.6% | $135,379-90.9% |
| Participation rate | 7.7% | 65.7%-58.0pp | 54.7%-47.0pp | 82.6%-74.9pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $148 | $1,485-90.0% | $1,088-86.4% | $4,779-96.9% |
| Participant deferral / active EE | $890 | $2,527-64.8% | $1,874-52.5% | $5,609-84.1% |
| Admin fee / account holder | $32 | $4,142-99.2% | $3,082-99.0% | $10,828-99.7% |