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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 | $66,917 | $27,943+139.5% | $58,507+14.4% | $75,177-11.0% |
| Participation rate | 26.8% | 38.8%-12.0pp | 50.9%-24.0pp | 67.2%-40.4pp |
| Annual return | 0.00% | 44.22%-44.2pp | 4252.32%-4252.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $209 | $670-68.8% | $1,053-80.2% | $2,671-92.2% |
| Participant deferral / active EE | $697 | $1,202-42.0% | $1,922-63.8% | $4,126-83.1% |
| Admin fee / account holder | $175 | $1,727-89.9% | $2,486-93.0% | $5,651-96.9% |