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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 | $99,714 | $156,970-36.5% | $121,210-17.7% | $139,487-28.5% |
| Participation rate | 64.3% | 76.5%-12.2pp | 69.5%-5.3pp | 80.3%-16.1pp |
| Annual return | 0.00% | 1477.10%-1477.1pp | 987.41%-987.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,097 | $5,546-62.2% | $4,171-49.7% | $4,755-55.9% |
| Participant deferral / active EE | $1,801 | $4,849-62.9% | $4,084-55.9% | $6,713-73.2% |
| Admin fee / account holder | $1 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |