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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 | $34,752 | $84,628-58.9% | $61,501-43.5% | $134,545-74.2% |
| Participation rate | 35.3% | 62.2%-26.9pp | 52.6%-17.3pp | 81.2%-45.9pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $351 | $1,545-77.3% | $1,160-69.8% | $4,742-92.6% |
| Participant deferral / active EE | $1,107 | $2,819-60.7% | $2,125-47.9% | $6,401-82.7% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |