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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 | $1,750 | $76,608-97.7% | $56,077-96.9% | $145,877-98.8% |
| Participation rate | 58.3% | 63.2%-4.9pp | 52.5%+5.8pp | 80.3%-22.0pp |
| Annual return | 0.00% | 3009.59%-3009.6pp | 1709.28%-1709.3pp | 551.28%-551.3pp |
| Employer contribution / active EE | $503 | $1,382-63.6% | $1,040-51.6% | $4,663-89.2% |
| Participant deferral / active EE | $513 | $2,624-80.4% | $1,954-73.7% | $6,691-92.3% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |