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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 | $22,296 | $56,134-60.3% | $96,192-76.8% | $85,851-74.0% |
| Participation rate | 64.3% | 56.7%+7.6pp | 68.4%-4.2pp | 69.3%-5.0pp |
| Annual return | 0.00% | 42.30%-42.3pp | 192.09%-192.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $1,445 | $1,620-10.8% | $2,799-48.4% | $2,565-43.7% |
| Participant deferral / active EE | $3,969 | $2,858+38.9% | $4,351-8.8% | $3,952+0.4% |
| Admin fee / account holder | $15 | $3,769-99.6% | $5,539-99.7% | $6,261-99.8% |