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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 | $41,699 | $138,114-69.8% | $125,391-66.7% | $134,545-69.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,757 | $5,246-66.5% | $4,816-63.5% | $4,742-62.9% |
| Participant deferral / active EE | $3,397 | $7,801-56.5% | $7,448-54.4% | $6,401-46.9% |
| Admin fee / account holder | $178 | $11,570-98.5% | $10,009-98.2% | $11,431-98.4% |