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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 | $8,450 | $27,943-69.8% | $58,507-85.6% | $75,177-88.8% |
| Participation rate | 16.7% | 38.8%-22.2pp | 50.9%-34.2pp | 67.2%-50.5pp |
| Annual return | 0.00% | 44.22%-44.2pp | 4252.32%-4252.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $245 | $670-63.4% | $1,053-76.7% | $2,671-90.8% |
| Participant deferral / active EE | $1,025 | $1,202-14.7% | $1,922-46.7% | $4,126-75.2% |
| Admin fee / account holder | $43 | $1,727-97.5% | $2,486-98.3% | $5,651-99.2% |