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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 | $14,957 | $96,678-84.5% | $86,640-82.7% | $139,466-89.3% |
| Participation rate | 61.5% | 74.4%-12.9pp | 71.7%-10.2pp | 80.3%-18.8pp |
| Annual return | 0.00% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,219 | $3,265-32.1% | $3,024-26.6% | $4,754-53.3% |
| Participant deferral / active EE | $6,216 | $4,837+28.5% | $4,438+40.0% | $6,712-7.4% |
| Admin fee / account holder | $23 | $6,410-99.6% | $5,616-99.6% | $11,409-99.8% |