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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 | $31,805 | $82,630-61.5% | $64,105-50.4% | $125,389-74.6% |
| Participation rate | 62.5% | 75.9%-13.4pp | 68.2%-5.7pp | 83.2%-20.7pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $451 | $2,671-83.1% | $1,820-75.2% | $4,866-90.7% |
| Participant deferral / active EE | $2,728 | $3,608-24.4% | $2,822-3.3% | $5,352-49.0% |
| Admin fee / account holder | $58 | $6,382-99.1% | $4,499-98.7% | $9,541-99.4% |