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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 | $30,891 | $157,304-80.4% | $141,197-78.1% | $152,909-79.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,244 | $5,263-57.4% | $4,736-52.6% | $4,764-52.9% |
| Participant deferral / active EE | $12,000 | $7,111+68.8% | $6,710+78.8% | $5,851+105.1% |
| Admin fee / account holder | $274 | $12,126-97.7% | $10,265-97.3% | $11,601-97.6% |