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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 | $31,505 | $148,629-78.8% | $135,982-76.8% | $139,487-77.4% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 0.00% | 79.33%-79.3pp | 68.32%-68.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,931 | $5,247-63.2% | $4,859-60.3% | $4,755-59.4% |
| Participant deferral / active EE | $4,497 | $8,102-44.5% | $7,760-42.1% | $6,713-33.0% |
| Admin fee / account holder | $131 | $12,406-98.9% | $10,767-98.8% | $11,407-98.8% |