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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 | $28,319 | $176,105-83.9% | $159,474-82.2% | $167,536-83.1% |
| Participation rate | 58.3% | 85.0%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,637 | $5,299-31.4% | $4,831-24.7% | $4,839-24.8% |
| Participant deferral / active EE | $12,385 | $7,751+59.8% | $7,353+68.4% | $6,342+95.3% |
| Admin fee / account holder | $89 | $12,559-99.3% | $10,802-99.2% | $12,315-99.3% |