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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 | $4,620 | $84,628-94.5% | $61,501-92.5% | $134,545-96.6% |
| Participation rate | 15.4% | 62.2%-46.8pp | 52.6%-37.2pp | 81.2%-65.8pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $360 | $1,545-76.7% | $1,160-69.0% | $4,742-92.4% |
| Participant deferral / active EE | $768 | $2,819-72.7% | $2,125-63.8% | $6,401-88.0% |
| Admin fee / account holder | $80 | $2,587-96.9% | $2,132-96.3% | $11,431-99.3% |