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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 | $14,824 | $107,030-86.1% | $73,550-79.8% | $147,586-90.0% |
| Participation rate | 62.5% | 66.4%-3.9pp | 54.9%+7.6pp | 82.8%-20.3pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $4,401 | $1,760+150.0% | $1,219+261.0% | $4,876-9.8% |
| Participant deferral / active EE | $4,566 | $2,458+85.7% | $1,804+153.1% | $5,439-16.1% |
| Admin fee / account holder | $24 | $3,055-99.2% | $2,320-99.0% | $10,886-99.8% |