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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 | $1,681 | $29,319-94.3% | $52,425-96.8% | $82,448-98.0% |
| Participation rate | 49.1% | 46.9%+2.2pp | 55.6%-6.6pp | 68.1%-19.0pp |
| Annual return | 0.00% | 535.20%-535.2pp | 302.12%-302.1pp | 41.64%-41.6pp |
| Employer contribution / active EE | $395 | $586-32.7% | $914-56.8% | $2,551-84.5% |
| Participant deferral / active EE | $406 | $1,171-65.3% | $1,790-77.3% | $4,139-90.2% |
| Admin fee / account holder | $28 | $1,962-98.6% | $2,495-98.9% | $7,234-99.6% |