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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 | $9,679 | $90,607-89.3% | $79,467-87.8% | $135,380-92.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | 0.00% | 977.74%-977.7pp | 718.30%-718.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $984 | $3,068-67.9% | $2,800-64.9% | $4,779-79.4% |
| Participant deferral / active EE | $2,650 | $4,050-34.6% | $3,704-28.5% | $5,609-52.8% |
| Admin fee / account holder | $19 | $5,895-99.7% | $5,104-99.6% | $10,828-99.8% |