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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 | $26,440 | $138,102-80.9% | $125,381-78.9% | $134,532-80.3% |
| Participation rate | 20.0% | 84.5%-64.5pp | 82.4%-62.4pp | 81.2%-61.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,188 | $5,245-77.4% | $4,815-75.3% | $4,741-74.9% |
| Participant deferral / active EE | $4,100 | $7,801-47.4% | $7,448-44.9% | $6,401-35.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |