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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 | $56,593 | $97,732-42.1% | $83,831-32.5% | $135,380-58.2% |
| Participation rate | 25.0% | 80.0%-55.0pp | 76.1%-51.1pp | 82.6%-57.6pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,500 | $4,222-64.5% | $3,631-58.7% | $4,779-68.6% |
| Participant deferral / active EE | $6,125 | $4,683+30.8% | $4,082+50.1% | $5,609+9.2% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |