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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 | $33,344 | $96,419-65.4% | $80,648-58.7% | $139,487-76.1% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 0.00% | 1352.86%-1352.9pp | 937.21%-937.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $424 | $3,261-87.0% | $2,724-84.4% | $4,755-91.1% |
| Participant deferral / active EE | $7,500 | $5,225+43.5% | $4,443+68.8% | $6,713+11.7% |
| Admin fee / account holder | $7 | $6,605-99.9% | $5,382-99.9% | $11,407-99.9% |