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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 | $30,472 | $111,830-72.8% | $93,696-67.5% | $145,884-79.1% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 0.00% | 204.08%-204.1pp | 133.74%-133.7pp | 551.85%-551.8pp |
| Employer contribution / active EE | $3,280 | $3,093+6.0% | $2,422+35.4% | $4,662-29.7% |
| Participant deferral / active EE | $5,292 | $4,920+7.6% | $4,417+19.8% | $6,690-20.9% |
| Admin fee / account holder | $32 | $10,249-99.7% | $8,287-99.6% | $13,392-99.8% |