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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 | $26,935 | $175,231-84.6% | $149,696-82.0% | $139,466-80.7% |
| Participation rate | 58.3% | 83.4%-25.1pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,192 | $5,478-78.2% | $4,821-75.3% | $4,754-74.9% |
| Participant deferral / active EE | $2,746 | $6,521-57.9% | $5,682-51.7% | $6,712-59.1% |
| Admin fee / account holder | $161 | $16,155-99.0% | $13,212-98.8% | $11,409-98.6% |