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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 | $23,798 | $84,551-71.9% | $61,452-61.3% | $134,532-82.3% |
| Participation rate | 22.2% | 62.2%-40.0pp | 52.6%-30.3pp | 81.2%-59.0pp |
| Annual return | 0.00% | 585.39%-585.4pp | 338.96%-339.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $627 | $1,545-59.4% | $1,160-46.0% | $4,741-86.8% |
| Participant deferral / active EE | $4,556 | $2,818+61.6% | $2,125+114.4% | $6,401-28.8% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |