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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 | $39,799 | $27,924+42.5% | $58,544-32.0% | $75,181-47.1% |
| Participation rate | 12.0% | 38.8%-26.8pp | 50.9%-38.9pp | 67.2%-55.2pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $116 | $669-82.7% | $1,053-89.0% | $2,671-95.7% |
| Participant deferral / active EE | $631 | $1,202-47.5% | $1,923-67.2% | $4,126-84.7% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |