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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 | $45,824 | $48,570-5.7% | $130,660-64.9% | $72,976-37.2% |
| Participation rate | 69.0% | 58.6%+10.4pp | 71.7%-2.8pp | 69.5%-0.5pp |
| Annual return | 0.00% | 38.63%-38.6pp | 1709.29%-1709.3pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,405 | $1,334+5.3% | $4,092-65.7% | $2,440-42.4% |
| Participant deferral / active EE | $3,878 | $2,384+62.7% | $3,603+7.6% | $3,608+7.5% |
| Admin fee / account holder | $93 | $3,549-97.4% | $5,463-98.3% | $5,124-98.2% |