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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 | $15,392 | $84,628-81.8% | $61,501-75.0% | $134,545-88.6% |
| Participation rate | 28.6% | 62.2%-33.6pp | 52.6%-24.0pp | 81.2%-52.7pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $815 | $1,545-47.3% | $1,160-29.7% | $4,742-82.8% |
| Participant deferral / active EE | $2,259 | $2,819-19.9% | $2,125+6.3% | $6,401-64.7% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |