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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 | $14,754 | $84,628-82.6% | $61,501-76.0% | $134,545-89.0% |
| Participation rate | 9.1% | 62.2%-53.1pp | 52.6%-43.5pp | 81.2%-72.1pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $58 | $1,545-96.3% | $1,160-95.0% | $4,742-98.8% |
| Participant deferral / active EE | $1,301 | $2,819-53.8% | $2,125-38.8% | $6,401-79.7% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |