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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 | $51,466 | $112,112-54.1% | $95,956-46.4% | $158,950-67.6% |
| Participation rate | 5.9% | 79.0%-73.1pp | 77.1%-71.2pp | 82.0%-76.1pp |
| Annual return | 0.00% | 171.15%-171.1pp | 91.63%-91.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,491 | $3,199-53.4% | $2,541-41.3% | $4,762-68.7% |
| Participant deferral / active EE | $1,529 | $4,784-68.0% | $4,167-63.3% | $5,983-74.4% |
| Admin fee / account holder | $6 | $10,134-99.9% | $6,797-99.9% | $11,248-99.9% |