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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 | $79,211 | $173,526-54.4% | $136,072-41.8% | $145,884-45.7% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.4%-43.1pp | 80.3%-47.0pp |
| Annual return | 0.00% | 1167.12%-1167.1pp | 580.46%-580.5pp | 551.85%-551.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,216-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,711-100.0% | $7,028-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15 | $9,665-99.8% | $6,718-99.8% | $13,392-99.9% |