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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 | $75,520 | $176,402-57.2% | $134,162-43.7% | $158,966-52.5% |
| Participation rate | 22.2% | 78.7%-56.5pp | 72.2%-50.0pp | 82.0%-59.7pp |
| Annual return | 0.00% | 63.66%-63.7pp | 36.35%-36.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $346 | $4,093-91.5% | $3,500-90.1% | $5,983-94.2% |
| Admin fee / account holder | $5 | $8,719-99.9% | $6,685-99.9% | $11,250-100.0% |