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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 | $85,248 | $63,346+34.6% | $92,240-7.6% | $70,126+21.6% |
| Participation rate | 14.7% | 68.7%-54.0pp | 76.5%-61.8pp | 69.5%-54.8pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $640 | $2,471-74.1% | $3,680-82.6% | $2,343-72.7% |
| Participant deferral / active EE | $1,239 | $2,854-56.6% | $3,897-68.2% | $3,332-62.8% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |