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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 | $28,528 | $84,628-66.3% | $61,501-53.6% | $134,545-78.8% |
| Participation rate | 30.8% | 62.2%-31.4pp | 52.6%-21.8pp | 81.2%-50.5pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,454 | $1,545-5.9% | $1,160+25.4% | $4,742-69.3% |
| Participant deferral / active EE | $7,308 | $2,819+159.3% | $2,125+243.9% | $6,401+14.2% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |