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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 | $85,837 | $110,551-22.4% | $80,741+6.3% | $167,536-48.8% |
| Participation rate | 44.4% | 64.0%-19.5pp | 54.2%-9.7pp | 82.1%-37.7pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $450 | $1,543-70.8% | $1,160-61.2% | $4,839-90.7% |
| Participant deferral / active EE | $2,883 | $2,870+0.4% | $2,145+34.4% | $6,342-54.5% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |