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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 | $29,827 | $112,935-73.6% | $90,970-67.2% | $158,966-81.2% |
| Participation rate | 13.3% | 74.7%-61.4pp | 69.0%-55.7pp | 82.0%-68.6pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.58%-134.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $877 | $2,895-69.7% | $2,122-58.7% | $4,762-81.6% |
| Participant deferral / active EE | $3,100 | $4,129-24.9% | $3,373-8.1% | $5,983-48.2% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |