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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 | $34,500 | $197,819-82.6% | $155,789-77.9% | $125,389-72.5% |
| Participation rate | 33.3% | 82.1%-48.8pp | 76.1%-42.8pp | 83.2%-49.9pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $6,167 | $4,850+27.1% | $3,839+60.6% | $4,866+26.7% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |