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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 | $23,706 | $176,105-86.5% | $159,474-85.1% | $167,536-85.9% |
| Participation rate | 37.5% | 85.0%-47.5pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,462 | $5,299-53.5% | $4,831-49.0% | $4,839-49.1% |
| Participant deferral / active EE | $6,123 | $7,751-21.0% | $7,353-16.7% | $6,342-3.5% |
| Admin fee / account holder | $280 | $12,559-97.8% | $10,802-97.4% | $12,315-97.7% |