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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 | $10,715 | $110,551-90.3% | $80,741-86.7% | $167,518-93.6% |
| Participation rate | 13.6% | 64.0%-50.3pp | 54.2%-40.5pp | 82.1%-68.5pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $484 | $1,543-68.6% | $1,160-58.3% | $4,838-90.0% |
| Participant deferral / active EE | $1,386 | $2,870-51.7% | $2,145-35.4% | $6,342-78.1% |
| Admin fee / account holder | $122 | $4,547-97.3% | $3,380-96.4% | $12,312-99.0% |