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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 | $14,781 | $90,320-83.6% | $59,496-75.2% | $125,389-88.2% |
| Participation rate | 11.1% | 68.3%-57.2pp | 54.6%-43.4pp | 83.2%-72.1pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $296 | $1,792-83.5% | $1,153-74.3% | $4,866-93.9% |
| Participant deferral / active EE | $1,333 | $2,716-50.9% | $1,829-27.1% | $5,352-75.1% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |