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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 | $28,476 | $90,320-68.5% | $59,496-52.1% | $125,388-77.3% |
| Participation rate | 25.0% | 68.3%-43.3pp | 54.6%-29.6pp | 83.2%-58.2pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $4,844 | $1,792+170.4% | $1,153+320.1% | $4,866-0.5% |
| Participant deferral / active EE | $2,322 | $2,716-14.5% | $1,829+26.9% | $5,352-56.6% |
| Admin fee / account holder | $112 | $3,063-96.4% | $2,232-95.0% | $9,541-98.8% |