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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 | $17,302 | $107,363-83.9% | $92,909-81.4% | $152,897-88.7% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,711 | $4,222-59.5% | $3,653-53.2% | $4,764-64.1% |
| Participant deferral / active EE | $5,226 | $4,848+7.8% | $4,238+23.3% | $5,851-10.7% |
| Admin fee / account holder | $69 | $7,082-99.0% | $5,795-98.8% | $11,599-99.4% |