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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 | $14,796 | $96,388-84.6% | $80,627-81.6% | $139,466-89.4% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,563 | $3,260-52.1% | $2,723-42.6% | $4,754-67.1% |
| Participant deferral / active EE | $6,698 | $5,224+28.2% | $4,443+50.8% | $6,712-0.2% |
| Admin fee / account holder | $228 | $6,603-96.5% | $5,381-95.8% | $11,409-98.0% |