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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 | $10,206 | $111,535-90.8% | $105,223-90.3% | $137,256-92.6% |
| Participation rate | 47.4% | 78.1%-30.7pp | 75.0%-27.7pp | 80.0%-32.6pp |
| Annual return | 0.00% | 237.85%-237.9pp | 180.65%-180.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,379 | $3,939-65.0% | $3,689-62.6% | $4,156-66.8% |
| Participant deferral / active EE | $3,077 | $5,500-44.0% | $5,072-39.3% | $6,407-52.0% |
| Admin fee / account holder | $35 | $9,721-99.6% | $8,859-99.6% | $12,270-99.7% |