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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 | $45,244 | $111,787-59.5% | $93,681-51.7% | $145,978-69.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 0.00% | 203.52%-203.5pp | 133.47%-133.5pp | 550.52%-550.5pp |
| Employer contribution / active EE | $7,037 | $3,093+127.5% | $2,422+190.5% | $4,662+51.0% |
| Participant deferral / active EE | $7,667 | $4,918+55.9% | $4,415+73.6% | $6,690+14.6% |
| Admin fee / account holder | $15 | $10,256-99.9% | $8,290-99.8% | $13,400-99.9% |