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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 | $36,636 | $183,978-80.1% | $162,171-77.4% | $152,885-76.0% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.5%-49.1pp |
| Annual return | 0.00% | 150.78%-150.8pp | 115.60%-115.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $3,733 | $6,370-41.4% | $5,613-33.5% | $4,763-21.6% |
| Participant deferral / active EE | $8,333 | $8,033+3.7% | $7,297+14.2% | $5,851+42.4% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |