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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 | $5,761 | $110,551-94.8% | $80,741-92.9% | $167,536-96.6% |
| Participation rate | 21.7% | 64.0%-42.2pp | 54.2%-32.4pp | 82.1%-60.4pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $241 | $1,543-84.4% | $1,160-79.2% | $4,839-95.0% |
| Participant deferral / active EE | $1,009 | $2,870-64.9% | $2,145-53.0% | $6,342-84.1% |
| Admin fee / account holder | $207 | $4,547-95.5% | $3,380-93.9% | $12,315-98.3% |