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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 | $13,389 | $84,741-84.2% | $75,731-82.3% | $167,553-92.0% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.8%-21.0pp | 82.1%-28.3pp |
| Annual return | 0.00% | 199.72%-199.7pp | 104.65%-104.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $7,006 | $3,230+116.9% | $2,743+155.4% | $4,840+44.8% |
| Participant deferral / active EE | $1,222 | $4,577-73.3% | $3,820-68.0% | $6,343-80.7% |
| Admin fee / account holder | $0 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |