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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 | $32,551 | $92,766-64.9% | $82,763-60.7% | $134,545-75.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | 0.88% | 946.97%-946.1pp | 702.45%-701.6pp | 418.37%-417.5pp |
| Employer contribution / active EE | $827 | $3,273-74.7% | $3,008-72.5% | $4,742-82.6% |
| Participant deferral / active EE | $7,500 | $4,802+56.2% | $4,395+70.6% | $6,401+17.2% |
| Admin fee / account holder | $53 | $5,978-99.1% | $5,325-99.0% | $11,431-99.5% |