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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 | $34,946 | $202,342-82.7% | $172,753-79.8% | $152,909-77.1% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.5%-13.7pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,302 | $5,857-77.8% | $5,144-74.7% | $4,764-72.7% |
| Participant deferral / active EE | $2,417 | $5,948-59.4% | $5,198-53.5% | $5,851-58.7% |
| Admin fee / account holder | $265 | $17,112-98.5% | $13,956-98.1% | $11,601-97.7% |