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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 | $18,284 | $100,895-81.9% | $90,430-79.8% | $158,950-88.5% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.7%-44.1pp | 82.0%-53.4pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $343 | $3,689-90.7% | $3,262-89.5% | $4,762-92.8% |
| Participant deferral / active EE | $3,929 | $4,347-9.6% | $3,963-0.9% | $5,983-34.3% |
| Admin fee / account holder | $97 | $6,505-98.5% | $5,613-98.3% | $11,248-99.1% |