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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 | $24,277 | $96,419-74.8% | $80,648-69.9% | $139,487-82.6% |
| Participation rate | 28.6% | 73.6%-45.1pp | 67.0%-38.4pp | 80.3%-51.8pp |
| Annual return | 0.00% | 1352.86%-1352.9pp | 937.21%-937.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $3,307 | $3,261+1.4% | $2,724+21.4% | $4,755-30.5% |
| Participant deferral / active EE | $2,947 | $5,225-43.6% | $4,443-33.7% | $6,713-56.1% |
| Admin fee / account holder | $12 | $6,605-99.8% | $5,382-99.8% | $11,407-99.9% |