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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 | $18,035 | $106,008-83.0% | $92,240-80.4% | $147,586-87.8% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,082 | $4,333-52.0% | $3,680-43.4% | $4,876-57.3% |
| Participant deferral / active EE | $5,578 | $4,478+24.6% | $3,897+43.1% | $5,439+2.6% |
| Admin fee / account holder | $43 | $6,333-99.3% | $5,194-99.2% | $10,886-99.6% |