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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 | $2,983 | $84,551-96.5% | $61,452-95.1% | $134,532-97.8% |
| Participation rate | 61.1% | 62.2%-1.1pp | 52.6%+8.5pp | 81.2%-20.1pp |
| Annual return | 0.00% | 585.39%-585.4pp | 338.96%-339.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $515 | $1,545-66.6% | $1,160-55.6% | $4,741-89.1% |
| Participant deferral / active EE | $1,966 | $2,818-30.2% | $2,125-7.4% | $6,401-69.3% |
| Admin fee / account holder | $5 | $2,587-99.8% | $2,131-99.8% | $11,429-100.0% |