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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 | $10,373 | $104,116-90.0% | $71,089-85.4% | $135,380-92.3% |
| Participation rate | 65.2% | 65.7%-0.4pp | 54.6%+10.6pp | 82.6%-17.4pp |
| Annual return | 0.00% | 1256.51%-1256.5pp | 650.65%-650.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $442 | $1,485-70.3% | $1,088-59.4% | $4,779-90.8% |
| Participant deferral / active EE | $2,359 | $2,524-6.5% | $1,873+26.0% | $5,609-57.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |