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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 | $12,380 | $96,388-87.2% | $80,627-84.6% | $139,466-91.1% |
| Participation rate | 38.5% | 73.6%-35.2pp | 67.0%-28.6pp | 80.3%-41.9pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $617 | $3,260-81.1% | $2,723-77.3% | $4,754-87.0% |
| Participant deferral / active EE | $1,021 | $5,224-80.4% | $4,443-77.0% | $6,712-84.8% |
| Admin fee / account holder | $24 | $6,603-99.6% | $5,381-99.5% | $11,409-99.8% |