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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 | $18,660 | $133,981-86.1% | $112,249-83.4% | $134,532-86.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,808 | $4,040-55.2% | $3,636-50.3% | $4,741-61.9% |
| Participant deferral / active EE | $7,720 | $5,292+45.9% | $4,729+63.2% | $6,401+20.6% |
| Admin fee / account holder | $8 | $7,492-99.9% | $6,412-99.9% | $11,429-99.9% |