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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 | $3,304 | $27,924-88.2% | $58,544-94.4% | $75,181-95.6% |
| Participation rate | 24.4% | 38.8%-14.4pp | 50.9%-26.4pp | 67.2%-42.8pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $248 | $669-62.9% | $1,053-76.4% | $2,671-90.7% |
| Participant deferral / active EE | $784 | $1,202-34.7% | $1,923-59.2% | $4,126-81.0% |
| Admin fee / account holder | $25 | $1,726-98.5% | $2,520-99.0% | $5,650-99.6% |