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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 | $13,158 | $134,001-90.2% | $112,258-88.3% | $134,509-90.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | 0.00% | 47.15%-47.2pp | 27.47%-27.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,931 | $4,039-52.2% | $3,636-46.9% | $4,741-59.3% |
| Participant deferral / active EE | $6,247 | $5,291+18.1% | $4,728+32.1% | $6,400-2.4% |
| Admin fee / account holder | $15 | $7,491-99.8% | $6,411-99.8% | $11,427-99.9% |