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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 | $32,391 | $202,342-84.0% | $172,752-81.3% | $152,897-78.8% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,890 | $5,858-50.7% | $5,144-43.8% | $4,764-39.3% |
| Participant deferral / active EE | $12,110 | $5,948+103.6% | $5,198+133.0% | $5,851+107.0% |
| Admin fee / account holder | $72 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |