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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 | $24,150 | $84,464-71.4% | $61,399-60.7% | $134,509-82.0% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | 0.00% | 585.06%-585.1pp | 338.81%-338.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,657 | $1,545+7.3% | $1,159+42.9% | $4,741-65.0% |
| Participant deferral / active EE | $9,280 | $2,818+229.3% | $2,124+336.9% | $6,400+45.0% |
| Admin fee / account holder | $62 | $2,587-97.6% | $2,131-97.1% | $11,427-99.5% |