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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 | $20,683 | $133,998-84.6% | $112,263-81.6% | $134,545-84.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,472 | $4,040-38.8% | $3,636-32.0% | $4,742-47.9% |
| Participant deferral / active EE | $9,716 | $5,292+83.6% | $4,729+105.4% | $6,401+51.8% |
| Admin fee / account holder | $5 | $7,493-99.9% | $6,410-99.9% | $11,431-100.0% |