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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 | $240,152 | $81,643+194.1% | $70,462+240.8% | $158,950+51.1% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 0.00% | 208.51%-208.5pp | 109.08%-109.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $32 | $6,194-99.5% | $3,845-99.2% | $11,248-99.7% |