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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 | $24,897 | $165,351-84.9% | $149,710-83.4% | $158,931-84.3% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 0.00% | 348.19%-348.2pp | 276.63%-276.6pp | 302.86%-302.9pp |
| Employer contribution / active EE | $2,330 | $5,103-54.3% | $4,645-49.8% | $4,761-51.1% |
| Participant deferral / active EE | $10,765 | $7,181+49.9% | $6,842+57.3% | $5,982+80.0% |
| Admin fee / account holder | $9 | $10,807-99.9% | $9,309-99.9% | $11,247-99.9% |