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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 | $13,355 | $84,447-84.2% | $61,389-78.2% | $134,493-90.1% |
| Participation rate | 9.1% | 62.2%-53.1pp | 52.6%-43.5pp | 81.2%-72.1pp |
| Annual return | 0.00% | 584.84%-584.8pp | 338.73%-338.7pp | 418.01%-418.0pp |
| Employer contribution / active EE | $248 | $1,545-83.9% | $1,160-78.6% | $4,740-94.8% |
| Participant deferral / active EE | $965 | $2,819-65.8% | $2,125-54.6% | $6,400-84.9% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,130-100.0% | $11,425-100.0% |