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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 | $8,295 | $110,551-92.5% | $80,741-89.7% | $167,536-95.0% |
| Participation rate | 11.8% | 64.0%-52.2pp | 54.2%-42.4pp | 82.1%-70.3pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $99 | $1,543-93.6% | $1,160-91.4% | $4,839-97.9% |
| Participant deferral / active EE | $849 | $2,870-70.4% | $2,145-60.4% | $6,342-86.6% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |