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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 | $6,311 | $84,551-92.5% | $61,452-89.7% | $134,532-95.3% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | 0.00% | 585.39%-585.4pp | 338.96%-339.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,105 | $1,545-28.4% | $1,160-4.7% | $4,741-76.7% |
| Participant deferral / active EE | $2,282 | $2,818-19.0% | $2,125+7.4% | $6,401-64.4% |
| Admin fee / account holder | $13 | $2,587-99.5% | $2,131-99.4% | $11,429-99.9% |