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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 | $12,999 | $156,963-91.7% | $121,204-89.3% | $139,466-90.7% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 0.00% | 1476.75%-1476.7pp | 987.18%-987.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $477 | $5,544-91.4% | $4,170-88.6% | $4,754-90.0% |
| Participant deferral / active EE | $7,345 | $4,848+51.5% | $4,083+79.9% | $6,712+9.4% |
| Admin fee / account holder | $2 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |