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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 | $44,781 | $84,628-47.1% | $61,501-27.2% | $134,545-66.7% |
| Participation rate | 18.8% | 62.2%-43.5pp | 52.6%-33.8pp | 81.2%-62.5pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $273 | $1,545-82.3% | $1,160-76.4% | $4,742-94.2% |
| Participant deferral / active EE | $913 | $2,819-67.6% | $2,125-57.0% | $6,401-85.7% |
| Admin fee / account holder | $175 | $2,587-93.3% | $2,132-91.8% | $11,431-98.5% |