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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 | $69,400 | $135,639-48.8% | $110,241-37.0% | $135,382-48.7% |
| Participation rate | 25.0% | 83.5%-58.5pp | 79.8%-54.8pp | 82.6%-57.6pp |
| Annual return | 0.00% | 513.21%-513.2pp | 314.75%-314.7pp | 519.77%-519.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15 | $11,457-99.9% | $8,548-99.8% | $10,829-99.9% |