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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 | $78,776 | $112,933-30.2% | $90,970-13.4% | $158,982-50.4% |
| Participation rate | 10.5% | 74.7%-64.2pp | 69.0%-58.5pp | 82.0%-71.4pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $4,487 | $2,893+55.1% | $2,122+111.5% | $4,763-5.8% |
| Participant deferral / active EE | $2,053 | $4,128-50.3% | $3,373-39.1% | $5,983-65.7% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |