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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 | $62,503 | $183,539-65.9% | $155,556-59.8% | $145,897-57.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 0.00% | 61.31%-61.3pp | 64.84%-64.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,905 | $5,315-64.2% | $4,675-59.3% | $4,663-59.2% |
| Participant deferral / active EE | $2,088 | $6,467-67.7% | $5,631-62.9% | $6,689-68.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |