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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 | $49,789 | $166,268-70.1% | $165,100-69.8% | $145,897-65.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 0.00% | 100.52%-100.5pp | 70.21%-70.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $4,821 | $5,284-8.8% | $4,348+10.9% | $4,663+3.4% |
| Participant deferral / active EE | $13,516 | $6,964+94.1% | $6,035+123.9% | $6,689+102.1% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |