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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 | $7,783 | $29,733-73.8% | $56,025-86.1% | $80,959-90.4% |
| Participation rate | 16.1% | 41.7%-25.7pp | 52.5%-36.4pp | 67.7%-51.6pp |
| Annual return | 0.00% | 35.28%-35.3pp | 1712.69%-1712.7pp | 35.67%-35.7pp |
| Employer contribution / active EE | $447 | $672-33.4% | $1,042-57.1% | $2,757-83.8% |
| Participant deferral / active EE | $894 | $1,229-27.3% | $1,955-54.3% | $4,300-79.2% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |