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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 | $3,026 | $84,464-96.4% | $61,399-95.1% | $134,509-97.8% |
| Participation rate | 7.1% | 62.2%-55.1pp | 52.6%-45.4pp | 81.2%-74.1pp |
| Annual return | 0.00% | 585.06%-585.1pp | 338.81%-338.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $47 | $1,545-97.0% | $1,159-96.0% | $4,741-99.0% |
| Participant deferral / active EE | $182 | $2,818-93.6% | $2,124-91.5% | $6,400-97.2% |
| Admin fee / account holder | $22 | $2,587-99.1% | $2,131-99.0% | $11,427-99.8% |