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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 | $2,583 | $84,551-96.9% | $61,452-95.8% | $134,532-98.1% |
| Participation rate | 29.4% | 62.2%-32.8pp | 52.6%-23.2pp | 81.2%-51.8pp |
| Annual return | 0.00% | 585.39%-585.4pp | 338.96%-339.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $309 | $1,545-80.0% | $1,160-73.4% | $4,741-93.5% |
| Participant deferral / active EE | $458 | $2,818-83.7% | $2,125-78.4% | $6,401-92.8% |
| Admin fee / account holder | $1 | $2,587-100.0% | $2,131-99.9% | $11,429-100.0% |