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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 | $26,183 | $93,124-71.9% | $77,100-66.0% | $134,545-80.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $847 | $3,421-75.3% | $2,815-69.9% | $4,742-82.1% |
| Participant deferral / active EE | $15,833 | $5,242+202.0% | $4,430+257.4% | $6,401+147.3% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |