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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 | $26,507 | $197,819-86.6% | $155,789-83.0% | $125,388-78.9% |
| Participation rate | 40.0% | 82.1%-42.1pp | 76.1%-36.1pp | 83.2%-43.2pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,105 | $4,850-77.2% | $3,839-71.2% | $4,866-77.3% |
| Participant deferral / active EE | $9,600 | $5,631+70.5% | $4,798+100.1% | $5,352+79.4% |
| Admin fee / account holder | $25 | $9,544-99.7% | $7,477-99.7% | $9,541-99.7% |