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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 | $7,361 | $92,766-92.1% | $82,763-91.1% | $134,545-94.5% |
| Participation rate | 56.3% | 75.2%-19.0pp | 72.6%-16.3pp | 81.2%-25.0pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,226 | $4,802-53.7% | $4,395-49.4% | $6,401-65.2% |
| Admin fee / account holder | $19 | $5,978-99.7% | $5,325-99.6% | $11,431-99.8% |