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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 | $17,409 | $108,701-84.0% | $74,723-76.7% | $152,909-88.6% |
| Participation rate | 14.3% | 65.4%-51.1pp | 54.5%-40.2pp | 82.5%-68.2pp |
| Annual return | 0.00% | 114.12%-114.1pp | 753.18%-753.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $194 | $1,504-87.1% | $1,084-82.1% | $4,764-95.9% |
| Participant deferral / active EE | $2,172 | $2,709-19.8% | $1,962+10.7% | $5,851-62.9% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |