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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 | $7,087 | $84,628-91.6% | $61,501-88.5% | $134,545-94.7% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $624 | $1,545-59.6% | $1,160-46.2% | $4,742-86.9% |
| Participant deferral / active EE | $3,058 | $2,819+8.5% | $2,125+43.9% | $6,401-52.2% |
| Admin fee / account holder | $283 | $2,587-89.1% | $2,132-86.7% | $11,431-97.5% |