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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 | $18,631 | $134,001-86.1% | $112,258-83.4% | $134,509-86.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | 0.00% | 47.15%-47.2pp | 27.47%-27.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,712 | $4,039-57.6% | $3,636-52.9% | $4,741-63.9% |
| Participant deferral / active EE | $4,620 | $5,291-12.7% | $4,728-2.3% | $6,400-27.8% |
| Admin fee / account holder | $290 | $7,491-96.1% | $6,411-95.5% | $11,427-97.5% |