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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 | $6,640 | $110,551-94.0% | $80,741-91.8% | $167,518-96.0% |
| Participation rate | 15.8% | 64.0%-48.2pp | 54.2%-38.4pp | 82.1%-66.3pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $163 | $1,543-89.4% | $1,160-85.9% | $4,838-96.6% |
| Participant deferral / active EE | $1,250 | $2,870-56.4% | $2,145-41.7% | $6,342-80.3% |
| Admin fee / account holder | $217 | $4,547-95.2% | $3,380-93.6% | $12,312-98.2% |