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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 | $24,374 | $84,464-71.1% | $61,399-60.3% | $134,509-81.9% |
| Participation rate | 61.5% | 62.2%-0.7pp | 52.6%+9.0pp | 81.2%-19.7pp |
| Annual return | 0.00% | 585.06%-585.1pp | 338.81%-338.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $394 | $1,545-74.5% | $1,159-66.1% | $4,741-91.7% |
| Participant deferral / active EE | $1,328 | $2,818-52.9% | $2,124-37.5% | $6,400-79.2% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |