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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 | $111,787-72.7% | $93,681-67.5% | $145,978-79.1% |
| Participation rate | 28.6% | 74.2%-45.7pp | 68.7%-40.2pp | 80.3%-51.7pp |
| Annual return | 0.00% | 203.52%-203.5pp | 133.47%-133.5pp | 550.52%-550.5pp |
| Employer contribution / active EE | $3,280 | $3,093+6.0% | $2,422+35.4% | $4,662-29.6% |
| Participant deferral / active EE | $5,292 | $4,918+7.6% | $4,415+19.9% | $6,690-20.9% |
| Admin fee / account holder | $32 | $10,256-99.7% | $8,290-99.6% | $13,400-99.8% |