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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 | $43,039 | $97,732-56.0% | $83,831-48.7% | $135,380-68.2% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $10,292 | $4,222+143.8% | $3,631+183.4% | $4,779+115.4% |
| Participant deferral / active EE | $4,058 | $4,683-13.3% | $4,082-0.6% | $5,609-27.6% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |