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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 | $24,268 | $84,464-71.3% | $61,399-60.5% | $134,509-82.0% |
| Participation rate | 5.6% | 62.2%-56.6pp | 52.6%-47.0pp | 81.2%-75.7pp |
| Annual return | 0.00% | 585.06%-585.1pp | 338.81%-338.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $156 | $1,545-89.9% | $1,159-86.6% | $4,741-96.7% |
| Participant deferral / active EE | $1,139 | $2,818-59.6% | $2,124-46.4% | $6,400-82.2% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |