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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 | $4,753 | $84,551-94.4% | $61,452-92.3% | $134,532-96.5% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | 0.00% | 585.39%-585.4pp | 338.96%-339.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,305 | $1,545-15.5% | $1,160+12.5% | $4,741-72.5% |
| Participant deferral / active EE | $1,845 | $2,818-34.5% | $2,125-13.2% | $6,401-71.2% |
| Admin fee / account holder | $5 | $2,587-99.8% | $2,131-99.8% | $11,429-100.0% |