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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 | $22,851 | $112,131-79.6% | $95,964-76.2% | $158,982-85.6% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 0.00% | 171.19%-171.2pp | 91.64%-91.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,307 | $3,199-27.9% | $2,541-9.2% | $4,763-51.6% |
| Participant deferral / active EE | $6,780 | $4,784+41.7% | $4,167+62.7% | $5,983+13.3% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |