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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 | $19,684 | $114,093-82.7% | $96,171-79.5% | $167,536-88.3% |
| Participation rate | 28.6% | 75.1%-46.5pp | 68.4%-39.9pp | 82.1%-53.5pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,017 | $3,429-70.4% | $2,799-63.7% | $4,839-79.0% |
| Participant deferral / active EE | $4,384 | $5,197-15.6% | $4,350+0.8% | $6,342-30.9% |
| Admin fee / account holder | $53 | $6,899-99.2% | $5,538-99.1% | $12,315-99.6% |