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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 | $6,734 | $84,628-92.0% | $61,501-89.1% | $134,545-95.0% |
| Participation rate | 31.3% | 62.2%-31.0pp | 52.6%-21.3pp | 81.2%-50.0pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $491 | $1,545-68.2% | $1,160-57.7% | $4,742-89.6% |
| Participant deferral / active EE | $1,731 | $2,819-38.6% | $2,125-18.5% | $6,401-73.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |