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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 | $34,211 | $110,551-69.1% | $80,741-57.6% | $167,518-79.6% |
| Participation rate | 15.8% | 64.0%-48.2pp | 54.2%-38.4pp | 82.1%-66.3pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $4,332 | $1,543+180.8% | $1,160+273.4% | $4,838-10.5% |
| Participant deferral / active EE | $1,054 | $2,870-63.3% | $2,145-50.8% | $6,342-83.4% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,312-100.0% |