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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 | $17,646 | $107,368-83.6% | $92,915-81.0% | $152,909-88.5% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,398 | $4,222-43.2% | $3,653-34.4% | $4,764-49.7% |
| Participant deferral / active EE | $3,102 | $4,848-36.0% | $4,238-26.8% | $5,851-47.0% |
| Admin fee / account holder | $53 | $7,082-99.3% | $5,796-99.1% | $11,601-99.5% |