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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 | $3,398 | $84,628-96.0% | $61,501-94.5% | $134,545-97.5% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $932 | $1,545-39.7% | $1,160-19.7% | $4,742-80.3% |
| Participant deferral / active EE | $1,594 | $2,819-43.5% | $2,125-25.0% | $6,401-75.1% |
| Admin fee / account holder | $94 | $2,587-96.4% | $2,132-95.6% | $11,431-99.2% |