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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 | $23,871 | $95,975-75.1% | $74,552-68.0% | $135,382-82.4% |
| Participation rate | 46.2% | 75.7%-29.5pp | 69.1%-23.0pp | 82.6%-36.5pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.77%-519.8pp |
| Employer contribution / active EE | $7,737 | $2,716+184.8% | $1,961+294.5% | $4,779+61.9% |
| Participant deferral / active EE | $3,263 | $3,844-15.1% | $3,108+5.0% | $5,609-41.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |