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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 | $16,556 | $103,038-83.9% | $90,324-81.7% | $152,909-89.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,634 | $3,141-48.0% | $2,856-42.8% | $4,764-65.7% |
| Participant deferral / active EE | $6,114 | $4,282+42.8% | $3,885+57.4% | $5,851+4.5% |
| Admin fee / account holder | $58 | $6,177-99.1% | $5,356-98.9% | $11,601-99.5% |