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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 | $10,542 | $84,628-87.5% | $61,501-82.9% | $134,545-92.2% |
| Participation rate | 29.4% | 62.2%-32.8pp | 52.6%-23.2pp | 81.2%-51.8pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $197 | $1,545-87.3% | $1,160-83.0% | $4,742-95.8% |
| Participant deferral / active EE | $2,875 | $2,819+2.0% | $2,125+35.3% | $6,401-55.1% |
| Admin fee / account holder | $4 | $2,587-99.9% | $2,132-99.8% | $11,431-100.0% |