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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 | $2,938 | $27,943-89.5% | $58,507-95.0% | $75,177-96.1% |
| Participation rate | 31.8% | 38.8%-7.0pp | 50.9%-19.1pp | 67.2%-35.4pp |
| Annual return | 0.00% | 44.22%-44.2pp | 4252.32%-4252.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $265 | $670-60.5% | $1,053-74.9% | $2,671-90.1% |
| Participant deferral / active EE | $651 | $1,202-45.9% | $1,922-66.1% | $4,126-84.2% |
| Admin fee / account holder | $208 | $1,727-88.0% | $2,486-91.6% | $5,651-96.3% |