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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 | $30,061 | $90,607-66.8% | $79,467-62.2% | $135,380-77.8% |
| Participation rate | 68.4% | 76.0%-7.6pp | 73.3%-4.9pp | 82.6%-14.2pp |
| Annual return | 0.00% | 977.74%-977.7pp | 718.30%-718.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $3,987 | $3,068+30.0% | $2,800+42.4% | $4,779-16.6% |
| Participant deferral / active EE | $1,559 | $4,050-61.5% | $3,704-57.9% | $5,609-72.2% |
| Admin fee / account holder | $198 | $5,895-96.6% | $5,104-96.1% | $10,828-98.2% |