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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 | $26,824 | $95,406-71.9% | $185,849-85.6% | $85,847-68.8% |
| Participation rate | 50.0% | 68.8%-18.8pp | 81.7%-31.7pp | 69.3%-19.3pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | $1,296 | $3,314-60.9% | $5,169-74.9% | $2,565-49.5% |
| Participant deferral / active EE | $2,716 | $3,424-20.7% | $5,569-51.2% | $3,952-31.3% |
| Admin fee / account holder | $15 | $7,214-99.8% | $16,244-99.9% | $6,261-99.8% |