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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 | $166,131-70.0% | $164,975-69.8% | $145,877-65.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 0.00% | 100.37%-100.4pp | 70.12%-70.1pp | 551.28%-551.3pp |
| Employer contribution / active EE | $4,821 | $5,276-8.6% | $4,343+11.0% | $4,663+3.4% |
| Participant deferral / active EE | $13,516 | $6,962+94.1% | $6,033+124.0% | $6,691+102.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |