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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 | $10,868 | $108,701-90.0% | $74,723-85.5% | $152,909-92.9% |
| Participation rate | 62.5% | 65.4%-2.9pp | 54.5%+8.0pp | 82.5%-20.0pp |
| Annual return | 0.00% | 114.12%-114.1pp | 753.18%-753.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $583 | $1,504-61.3% | $1,084-46.3% | $4,764-87.8% |
| Participant deferral / active EE | $7,561 | $2,709+179.1% | $1,962+285.5% | $5,851+29.2% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |