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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 | $17,745 | $110,551-83.9% | $80,741-78.0% | $167,536-89.4% |
| Participation rate | 14.3% | 64.0%-49.7pp | 54.2%-39.9pp | 82.1%-67.8pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $249 | $1,543-83.9% | $1,160-78.6% | $4,839-94.9% |
| Participant deferral / active EE | $2,190 | $2,870-23.7% | $2,145+2.1% | $6,342-65.5% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |