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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 | $18,828 | $112,933-83.3% | $90,970-79.3% | $158,982-88.2% |
| Participation rate | 28.6% | 74.7%-46.2pp | 69.0%-40.4pp | 82.0%-53.4pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,189 | $2,893-24.3% | $2,122+3.2% | $4,763-54.0% |
| Participant deferral / active EE | $2,436 | $4,128-41.0% | $3,373-27.8% | $5,983-59.3% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |