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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 | $16,533 | $114,093-85.5% | $96,171-82.8% | $167,536-90.1% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,478 | $3,429-56.9% | $2,799-47.2% | $4,839-69.5% |
| Participant deferral / active EE | $3,739 | $5,197-28.1% | $4,350-14.1% | $6,342-41.1% |
| Admin fee / account holder | $15 | $6,899-99.8% | $5,538-99.7% | $12,315-99.9% |