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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 | $114,456 | $104,544+9.5% | $76,657+49.3% | $152,897-25.1% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.5%-15.8pp |
| Annual return | 0.00% | 1014.36%-1014.4pp | 1166.74%-1166.7pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,816 | $3,118-41.8% | $2,303-21.1% | $4,764-61.9% |
| Participant deferral / active EE | $8,476 | $4,236+100.1% | $3,335+154.1% | $5,851+44.9% |
| Admin fee / account holder | $0 | $12,286-100.0% | $6,423-100.0% | $11,599-100.0% |