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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 | $26,359 | $89,364-70.5% | $141,177-81.3% | $72,983-63.9% |
| Participation rate | 63.2% | 75.1%-12.0pp | 82.5%-19.3pp | 69.5%-6.3pp |
| Annual return | 0.00% | 111.86%-111.9pp | 71.40%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,195 | $5,419+51.2% | $6,710+22.1% | $3,608+127.2% |
| Admin fee / account holder | $164 | $5,959-97.2% | $10,263-98.4% | $5,124-96.8% |