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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 | $5,095 | $84,628-94.0% | $61,501-91.7% | $134,545-96.2% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $218 | $1,545-85.9% | $1,160-81.2% | $4,742-95.4% |
| Participant deferral / active EE | $1,048 | $2,819-62.8% | $2,125-50.7% | $6,401-83.6% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |