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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 | $29,658 | $73,546-59.7% | $63,018-52.9% | $147,586-79.9% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.8%-31.9pp | 82.8%-40.0pp |
| Annual return | 0.00% | 175.56%-175.6pp | 87.62%-87.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,032 | $4,185-3.6% | $3,330+21.1% | $5,439-25.9% |
| Admin fee / account holder | $109 | $5,956-98.2% | $3,601-97.0% | $10,886-99.0% |