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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 | $25,780 | $110,629-76.7% | $80,784-68.1% | $167,553-84.6% |
| Participation rate | 20.0% | 64.0%-44.0pp | 54.2%-34.2pp | 82.1%-62.1pp |
| Annual return | 0.00% | 120.58%-120.6pp | 87.31%-87.3pp | 478.89%-478.9pp |
| Employer contribution / active EE | $554 | $1,543-64.1% | $1,160-52.3% | $4,840-88.6% |
| Participant deferral / active EE | $4,201 | $2,871+46.4% | $2,145+95.8% | $6,343-33.8% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,316-100.0% |