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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 | $10,375 | $88,585-88.3% | $69,884-85.2% | $134,532-92.3% |
| Participation rate | 40.0% | 74.9%-34.9pp | 70.5%-30.5pp | 81.2%-41.2pp |
| Annual return | 0.00% | 442.80%-442.8pp | 190.81%-190.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,080 | $3,235-66.6% | $2,560-57.8% | $4,741-77.2% |
| Participant deferral / active EE | $3,080 | $4,770-35.4% | $3,848-20.0% | $6,401-51.9% |
| Admin fee / account holder | $26 | $10,441-99.8% | $6,266-99.6% | $11,429-99.8% |