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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 | $24,282 | $176,402-86.2% | $134,162-81.9% | $158,982-84.7% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 0.00% | 63.66%-63.7pp | 36.35%-36.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,500 | $5,042-70.3% | $3,705-59.5% | $4,763-68.5% |
| Participant deferral / active EE | $9,750 | $4,093+138.2% | $3,500+178.6% | $5,983+62.9% |
| Admin fee / account holder | $18 | $8,719-99.8% | $6,685-99.7% | $11,252-99.8% |