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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 | $39,087 | $197,819-80.2% | $155,789-74.9% | $125,389-68.8% |
| Participation rate | 45.5% | 82.1%-36.6pp | 76.1%-30.6pp | 83.2%-37.7pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $692 | $4,850-85.7% | $3,839-82.0% | $4,866-85.8% |
| Participant deferral / active EE | $1,378 | $5,631-75.5% | $4,798-71.3% | $5,352-74.3% |
| Admin fee / account holder | $73 | $9,544-99.2% | $7,477-99.0% | $9,541-99.2% |