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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 | $23,748 | $226,105-89.5% | $182,540-87.0% | $152,897-84.5% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.0%-15.5pp | 82.5%-20.0pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,339 | $4,978-53.0% | $4,076-42.6% | $4,764-50.9% |
| Participant deferral / active EE | $12,238 | $6,370+92.1% | $5,525+121.5% | $5,851+109.1% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |