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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 | $13,769 | $104,937-86.9% | $84,628-83.7% | $152,897-91.0% |
| Participation rate | 42.9% | 74.8%-32.0pp | 68.2%-25.4pp | 82.5%-39.6pp |
| Annual return | 0.00% | 373.88%-373.9pp | 258.80%-258.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,266 | $3,303-61.7% | $2,653-52.3% | $4,764-73.4% |
| Participant deferral / active EE | $4,580 | $4,690-2.3% | $3,900+17.4% | $5,851-21.7% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |