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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 | $29,855 | $107,368-72.2% | $92,915-67.9% | $152,909-80.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,483 | $4,222-64.9% | $3,653-59.4% | $4,764-68.9% |
| Participant deferral / active EE | $12,500 | $4,848+157.8% | $4,238+194.9% | $5,851+113.6% |
| Admin fee / account holder | $5 | $7,082-99.9% | $5,796-99.9% | $11,601-100.0% |