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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 | $24,737 | $197,819-87.5% | $155,789-84.1% | $125,389-80.3% |
| Participation rate | 0.0% | 82.1%-82.1pp | 76.1%-76.1pp | 83.2%-83.2pp |
| Annual return | -0.80% | 86.73%-87.5pp | 71.54%-72.3pp | 282.24%-283.0pp |
| Employer contribution / active EE | $720 | $4,850-85.2% | $3,839-81.3% | $4,866-85.2% |
| Participant deferral / active EE | $2,814 | $5,631-50.0% | $4,798-41.3% | $5,352-47.4% |
| Admin fee / account holder | $53 | $9,544-99.4% | $7,477-99.3% | $9,541-99.4% |