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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 | $38,665 | $84,697-54.3% | $73,845-47.6% | $125,393-69.2% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.4%-33.4pp | 83.2%-43.2pp |
| Annual return | -0.02% | 3123.66%-3123.7pp | 2267.91%-2267.9pp | 282.23%-282.3pp |
| Employer contribution / active EE | $750 | $3,123-76.0% | $2,788-73.1% | $4,866-84.6% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $5,692-100.0% | $4,881-100.0% | $9,541-100.0% |