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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 | $16,074 | $97,732-83.6% | $83,831-80.8% | $135,380-88.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,645 | $4,222-37.3% | $3,631-27.1% | $4,779-44.6% |
| Participant deferral / active EE | $8,913 | $4,683+90.3% | $4,082+118.4% | $5,609+58.9% |
| Admin fee / account holder | $9 | $6,675-99.9% | $5,479-99.8% | $10,828-99.9% |