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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 | $219,166 | $104,937+108.9% | $84,628+159.0% | $152,897+43.3% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 0.00% | 373.88%-373.9pp | 258.80%-258.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $333 | $3,303-89.9% | $2,653-87.4% | $4,764-93.0% |
| Participant deferral / active EE | $8,333 | $4,690+77.7% | $3,900+113.7% | $5,851+42.4% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |