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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 | $26,359 | $110,801-76.2% | $86,615-69.6% | $167,536-84.3% |
| Participation rate | 42.9% | 75.8%-32.9pp | 71.6%-28.8pp | 82.1%-39.3pp |
| Annual return | 0.00% | 116.96%-117.0pp | 63.51%-63.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,066 | $3,245-67.1% | $2,496-57.3% | $4,839-78.0% |
| Participant deferral / active EE | $1,845 | $4,547-59.4% | $3,699-50.1% | $6,342-70.9% |
| Admin fee / account holder | $182 | $8,417-97.8% | $5,830-96.9% | $12,315-98.5% |