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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 | $7,624 | $84,628-91.0% | $61,501-87.6% | $134,545-94.3% |
| Participation rate | 54.2% | 62.2%-8.0pp | 52.6%+1.6pp | 81.2%-27.1pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,793 | $1,545+16.0% | $1,160+54.6% | $4,742-62.2% |
| Participant deferral / active EE | $2,662 | $2,819-5.5% | $2,125+25.3% | $6,401-58.4% |
| Admin fee / account holder | $10 | $2,587-99.6% | $2,132-99.5% | $11,431-99.9% |