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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 | $29,068 | $84,628-65.7% | $61,501-52.7% | $134,545-78.4% |
| Participation rate | 29.2% | 62.2%-33.0pp | 52.6%-23.4pp | 81.2%-52.1pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $225 | $1,545-85.4% | $1,160-80.6% | $4,742-95.2% |
| Participant deferral / active EE | $930 | $2,819-67.0% | $2,125-56.2% | $6,401-85.5% |
| Admin fee / account holder | $26 | $2,587-99.0% | $2,132-98.8% | $11,431-99.8% |