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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 | $26,899 | $107,368-74.9% | $92,915-71.0% | $152,909-82.4% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,443 | $4,222-65.8% | $3,653-60.5% | $4,764-69.7% |
| Participant deferral / active EE | $9,857 | $4,848+103.3% | $4,238+132.6% | $5,851+68.5% |
| Admin fee / account holder | $28 | $7,082-99.6% | $5,796-99.5% | $11,601-99.8% |