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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 | $15,469 | $100,895-84.7% | $90,430-82.9% | $158,950-90.3% |
| Participation rate | 23.1% | 75.0%-51.9pp | 72.7%-49.6pp | 82.0%-58.9pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $527 | $3,689-85.7% | $3,262-83.8% | $4,762-88.9% |
| Participant deferral / active EE | $5,818 | $4,347+33.8% | $3,963+46.8% | $5,983-2.8% |
| Admin fee / account holder | $95 | $6,505-98.5% | $5,613-98.3% | $11,248-99.2% |