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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 | $23,774 | $107,363-77.9% | $92,909-74.4% | $152,897-84.5% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $3,811 | $4,222-9.7% | $3,653+4.3% | $4,764-20.0% |
| Participant deferral / active EE | $5,097 | $4,848+5.1% | $4,238+20.3% | $5,851-12.9% |
| Admin fee / account holder | $7 | $7,082-99.9% | $5,795-99.9% | $11,599-99.9% |