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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 | $67,688 | $92,743-27.0% | $82,744-18.2% | $134,532-49.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $959 | $3,273-70.7% | $3,008-68.1% | $4,741-79.8% |
| Participant deferral / active EE | $5,833 | $4,802+21.5% | $4,395+32.7% | $6,401-8.9% |
| Admin fee / account holder | $146 | $5,977-97.6% | $5,325-97.3% | $11,429-98.7% |