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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 | $17,759 | $118,919-85.1% | $88,538-79.9% | $152,897-88.4% |
| Participation rate | 4.5% | 73.4%-68.8pp | 68.7%-64.2pp | 82.5%-77.9pp |
| Annual return | 0.00% | 47.92%-47.9pp | 43.64%-43.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $60 | $2,669-97.8% | $2,098-97.1% | $4,764-98.7% |
| Participant deferral / active EE | $682 | $3,549-80.8% | $2,914-76.6% | $5,851-88.3% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,599-100.0% |