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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 | $20,180 | $106,918-81.1% | $84,021-76.0% | $152,897-86.8% |
| Participation rate | 25.0% | 75.2%-50.2pp | 69.0%-44.0pp | 82.5%-57.5pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,750 | $4,012+18.4% | $3,239+46.6% | $5,851-18.8% |
| Admin fee / account holder | $5 | $8,288-99.9% | $6,102-99.9% | $11,599-100.0% |