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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 | $12,804 | $104,907-87.8% | $84,610-84.9% | $152,870-91.6% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.34%-345.3pp |
| Employer contribution / active EE | $304 | $3,301-90.8% | $2,652-88.5% | $4,763-93.6% |
| Participant deferral / active EE | $3,607 | $4,688-23.1% | $3,899-7.5% | $5,850-38.3% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,597-100.0% |