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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 | $6,862 | $110,551-93.8% | $80,741-91.5% | $167,518-95.9% |
| Participation rate | 10.5% | 64.0%-53.4pp | 54.2%-43.6pp | 82.1%-71.6pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $30 | $1,543-98.1% | $1,160-97.4% | $4,838-99.4% |
| Participant deferral / active EE | $684 | $2,870-76.2% | $2,145-68.1% | $6,342-89.2% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,312-100.0% |