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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 | $12,564 | $110,629-88.6% | $80,784-84.4% | $167,553-92.5% |
| Participation rate | 21.7% | 64.0%-42.2pp | 54.2%-32.4pp | 82.1%-60.4pp |
| Annual return | 0.00% | 120.58%-120.6pp | 87.31%-87.3pp | 478.89%-478.9pp |
| Employer contribution / active EE | $220 | $1,543-85.7% | $1,160-81.0% | $4,840-95.5% |
| Participant deferral / active EE | $2,490 | $2,871-13.3% | $2,145+16.0% | $6,343-60.7% |
| Admin fee / account holder | $31 | $4,547-99.3% | $3,380-99.1% | $12,316-99.7% |