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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 | $26,412 | $114,130-76.9% | $96,192-72.5% | $167,553-84.2% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 0.00% | 190.07%-190.1pp | 192.09%-192.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,667 | $5,198+66.7% | $4,351+99.2% | $6,343+36.6% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |