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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 | $18,474 | $108,701-83.0% | $74,723-75.3% | $152,909-87.9% |
| Participation rate | 28.6% | 65.4%-36.8pp | 54.5%-25.9pp | 82.5%-53.9pp |
| Annual return | 0.00% | 114.12%-114.1pp | 753.18%-753.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,234 | $2,709+93.2% | $1,962+166.8% | $5,851-10.6% |
| Admin fee / account holder | $52 | $4,906-98.9% | $3,335-98.4% | $11,601-99.6% |