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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 | $13,898 | $109,411-87.3% | $89,435-84.5% | $158,982-91.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.55%-245.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $591 | $3,173-81.4% | $2,587-77.2% | $4,763-87.6% |
| Participant deferral / active EE | $7,490 | $4,600+62.8% | $3,890+92.5% | $5,983+25.2% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |