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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 | $18,819 | $175,231-89.3% | $149,696-87.4% | $139,466-86.5% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,268 | $5,478-76.9% | $4,821-73.7% | $4,754-73.3% |
| Participant deferral / active EE | $3,555 | $6,521-45.5% | $5,682-37.4% | $6,712-47.0% |
| Admin fee / account holder | $42 | $16,155-99.7% | $13,212-99.7% | $11,409-99.6% |