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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 | $16,870 | $115,814-85.4% | $101,275-83.3% | $158,982-89.4% |
| Participation rate | 68.8% | 79.4%-10.6pp | 75.8%-7.1pp | 82.0%-13.2pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,222 | $4,176-46.8% | $3,660-39.3% | $4,763-53.3% |
| Participant deferral / active EE | $6,349 | $4,958+28.0% | $4,371+45.3% | $5,983+6.1% |
| Admin fee / account holder | $72 | $7,249-99.0% | $5,948-98.8% | $11,252-99.4% |