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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 | $19,470 | $82,630-76.4% | $64,105-69.6% | $125,389-84.5% |
| Participation rate | 28.6% | 75.9%-47.3pp | 68.2%-39.6pp | 83.2%-54.6pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,277 | $2,671-52.2% | $1,820-29.8% | $4,866-73.8% |
| Participant deferral / active EE | $4,286 | $3,608+18.8% | $2,822+51.9% | $5,352-19.9% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |