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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 | $20,855 | $115,814-82.0% | $101,275-79.4% | $158,982-86.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $4,877 | $4,176+16.8% | $3,660+33.2% | $4,763+2.4% |
| Participant deferral / active EE | $13,110 | $4,958+164.4% | $4,371+200.0% | $5,983+119.1% |
| Admin fee / account holder | $189 | $7,249-97.4% | $5,948-96.8% | $11,252-98.3% |