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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 | $16,112 | $104,937-84.6% | $84,628-81.0% | $152,897-89.5% |
| Participation rate | 17.6% | 74.8%-57.2pp | 68.2%-50.6pp | 82.5%-64.8pp |
| Annual return | 0.00% | 373.88%-373.9pp | 258.80%-258.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $461 | $3,303-86.1% | $2,653-82.6% | $4,764-90.3% |
| Participant deferral / active EE | $2,240 | $4,690-52.2% | $3,900-42.6% | $5,851-61.7% |
| Admin fee / account holder | $82 | $6,243-98.7% | $4,914-98.3% | $11,599-99.3% |