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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 | $19,083 | $115,810-83.5% | $101,271-81.2% | $158,966-88.0% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,569 | $4,175-38.5% | $3,660-29.8% | $4,762-46.1% |
| Participant deferral / active EE | $7,991 | $4,958+61.2% | $4,371+82.8% | $5,983+33.6% |
| Admin fee / account holder | $6 | $7,248-99.9% | $5,948-99.9% | $11,250-99.9% |