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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 | $28,119 | $157,296-82.1% | $141,191-80.1% | $152,897-81.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,523 | $5,262-71.1% | $4,736-67.8% | $4,764-68.0% |
| Participant deferral / active EE | $3,775 | $7,111-46.9% | $6,710-43.7% | $5,851-35.5% |
| Admin fee / account holder | $95 | $12,125-99.2% | $10,264-99.1% | $11,599-99.2% |