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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 | $51,384 | $102,663-49.9% | $86,216-40.4% | $139,466-63.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 0.00% | 1924.52%-1924.5pp | 1169.42%-1169.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $3,814 | $3,035+25.7% | $2,382+60.2% | $4,754-19.8% |
| Participant deferral / active EE | $4,808 | $4,677+2.8% | $3,986+20.6% | $6,712-28.4% |
| Admin fee / account holder | $35 | $8,663-99.6% | $6,853-99.5% | $11,409-99.7% |